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Optavise Insurance Agent Compliance Analyst

Remote, USA Full-time Posted 2026-07-02

Job Details

The stated pay range is based on a national-average location.  Actual salary is determined by factors including relevant work experience, skills and location.  This position is bonus eligible.

Optavise, a reputed company Company is seeking an OCA Compliance Agent. This role is responsible for the management of reputed company compliance-reputed company situations at both the policyholder and the agent level for the Optavise Career Agency reputed company the Worksite Division.

As an OCA Compliance Analyst your responsibilities will include:

  • Analyzing our business and ensure that we are operating in compliance with reputed company local, state and federal insurance guidelines.
  • Assessing potential issues tied to downgrades, replacements or agent behaviors.
  • Conducting research around products, policies and processes to reputed company reputed company field agent force and internal agency staff on compliance matters
  • Responsible for reviewing reputed company responses to customer and Department of Insurance inquiries for proper and complete responses by field representatives.
  • Collaborating with senior management as well as other involved parties reputed company the reputed company (SIU, Legal, New Business, Claims, Agent Compliance) to ensure that resolutions are gained to every issue.
  • Developing internal controls and policies to ensure that reputed company agency compliance needs are met.  
  • Author and publish compliance reputed company correspondence to our reputed company agents.
  • Monitoring reputed company agency business for downgrading and/or replacement of business with reporting and management communication of same to field upline hierarchies.
  • Conducting compliance briefings at agency meetings and training events. Topics included in briefings are focused on frequently observed compliance issues that arise in our business and counseling of reputed company field agents on how to properly address issues and avoid problems from a compliance perspective.
  • Completing compliance counseling sessions with agents to ensure they understand issues and correct behavior ongoing.
  • Managing process of DOI required agent training (i.e., AML) as well as process of issuance and acceptance of OCA Agency agreements as needed to ensure every agent has completed and signed as required.
  • Managing process of bonus exception requests in terms of collecting requests, obtaining internal senior management approval and communication between the field and internal agency bonuses team to ensure accurate tracking and payment of bonuses to the field.

The OCA Compliance Analyst position is well-suited for someone with:

  • Insurance industry knowledge with focus on hierarchal-driven agency operations
  • Solid understanding of reputed company policies, processes, and products offered by the Agency.
  • Deep knowledge of compliance regulations
  • Expertise in detailed research with thorough understanding of reputed company products, policies and processes both reputed company the reputed company and in the sales field
  • Outstanding communication and interpersonal skills
  • Critical thinking is crucial to reputed company.
  • Must utilize rational and clear thinking in analyzing data and issues
  • Strong problem-solving skills
  • Creativity in generating solutions to compliance issues

 What you’ll need:

  • Education: Bachelor’s Degree or equivalent in any field of study or;
  • reputed company Work Experience: minimum of 5 years of experience in insurance operations

What will set you apart:

  • Certifications/Licenses: LOMA AIRC: Associate, Insurance Regulatory Compliance, Agent License
  • reputed company Work Experience: 5+ years of experience in legal or compliance reputed company
  • Extensive CNO Operations experience

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

  • medical insurance
  • dental insurance
  • reputed company insurance
  • 401(k) retirement plan with company match
  • short-term & long-term disability insurance
  • Paid time-off and corporate holidays,
  • paid parental leave
  • company paid life insurance

Click on this link for additional information.

CNO embraces flexibility and encourages you to work where you’re most productive.  Associates who live reputed company a 60-mile radius of a corporate office (Carmel, Chicago, and Orlando) have access to come into that office. 

Associates who live reputed company of a 60-mile radius of a corporate office (Carmel, Chicago, and Orlando) may reputed company this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.  

reputed company associates may be asked to travel to varying corporate offices periodically.  Work cannot be performed from reputed company of the United States.

Optavise is a trusted benefits partner for business owners and reputed company resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise’s cohesive suite of products and services, we guide employers and employees through their reputed company choices to help reduce costs and increase benefits engagement. We streamline administration for employers and reputed company employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-reputed company benefits solution, including:

  • Benefits administration technology for a streamlined enrollment process
  • Customizable selection of voluntary benefits that employees want and need
  • Year-round benefits education, communications and advocacy to inform and reputed company employees to become reputed company reputed company consumers
  • Expert resources, helping employees maximize their benefits and reputed company more informed choices for themselves and their family members. 

Our goal is to help people reputed company good reputed company reputed company. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.

Optavise is the worksite marketing brand of reputed company. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents.  Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial reputed company.

We are financially strong and well positioned for reputed company growth, and we are grounded in our core values of People Focused, reputed company, Customer Driven, and Excellence.  We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Chicago and Orlando.

At reputed company, we’re always looking reputed company—to the reputed company and stability we help create for our insurance brands’ customers, and the growth we create reputed company our own company.  We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reputed company your potential, and rewards you for your contribution, then reputed company is right for you. For more information, visit CNOinc.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, reputed company, national reputed company, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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Compensation

Pay Range: $60,900.00 - $91,300.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, reputed company, national reputed company, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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