Research & Regulation Compliance Specialist- Claims

Overview

A financial services organization is seeking a Research & Regulation Compliance Specialist (Regulatory Claims Associate II) to support the compliant administration of Life, Annuity, and Disability insurance claims. This role involves applying regulatory knowledge, legal research skills, and claims expertise to ensure claims processes comply with state insurance requirements and internal standards. This position is remote with flexible working hours.

Responsibilities

• Apply statutory and regulatory requirements to real-world claims scenarios across insurance products, escalating complex or novel issues as needed
• Conduct targeted legal and regulatory research and provide clear, operationally focused guidance to claims and servicing teams
• Support regulatory compliance efforts, including participation in complex claim investigations alongside Claims, Legal, and Compliance teams
• Review estate-related documents such as trusts, powers of attorney, divorce decrees, and court orders to support accurate and compliant claim determinations
• Assist with Market Conduct exams and regulatory inquiries by coordinating information and drafting or reviewing responses for state insurance departments
• Develop training materials, job aids, and reference tools to support consistent claims handling and operational procedures
• Analyze data to identify trends and support performance improvement recommendations within claims operations

Requirements

• Bachelor’s degree or equivalent experience
• 1–3 years of experience in legal research, regulatory compliance, insurance operations, or a related field
• Strong written and verbal communication skills with the ability to translate regulatory requirements into practical guidance
• Analytical mindset with attention to detail and sound judgment
• Ability to work independently within established frameworks and collaborate effectively across teams

Preferred Qualifications

• Experience in insurance claims, compliance, or regulatory support
• Familiarity with state insurance regulations
• Juris Doctor (JD) degree or paralegal background (preferred but not required)
• Experience with Westlaw or other legal research tools is a plus
• New Juris Doctorate graduates and experienced paralegals are encouraged to apply

Physical and Work Requirements

• Vision acuity including close vision, color vision, distant vision, and ability to adjust focus
• Manual dexterity to use telephone, computer mouse, keyboard, calculator, and standard office equipment
• Ability to walk, stand, reach with hands and arms; stoop, kneel, crouch, and lift up to 25 pounds
• Ability to sit for extended periods
• Ability to hear and talk both in person and by phone
• Ability to spend extended hours in front of a computer screen

Compensation & Benefits

• Comprehensive health, dental, and vision insurance
• Mental health benefits and employee assistance program
• Paid time off, paid parental leave, short-term disability, and cultural observance day
• Financial wellbeing benefits including contributions to healthcare accounts, pension plan, and 401(k) plan with company matching

Eligibility for certain benefits may vary by position in accordance with plan terms.

Location

Remote position with flexible working hours required.

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