Compliance Assistant

Phoenix – Mesa – Scottsdale, AZ
December 20, 2024
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Job Description

Location:

2721 N Central Ave, Phoenix, Arizona 85036 United States of America

Under the direction of the Director of Compliance, you’ll be responsible as the “go to” Compliance Expert when it comes to Medicare Supplemental Insurance (“MedSupp”) rate filings. In addition, you’ll monitor and research federal and state laws and regulations for compliance trends and changes that affect business and operations. You’ll also provide administrative support to the Director, Assistant Director and Research Analyst(s) in the submission of state-mandated filings and reports, along with various administrative duties.

Essential Duties:

Your primary responsibility with be in handling the Medicare Supplement Rate Adjustment Filing process on a regular basis. (This will comprise 90% of your work daily.) This task will require someone who has superb organizational skills, takes pride in their attention to detail, and is a quick learner. Assist in the filing of corporate reports, including Annual Market Conduct Reports, Data Match Reports, Holding Company Forms, as well as all other state-mandated reports. Assist as needed in the maintenance of all corporate records to include such reports, licenses, licensure files, and all other related records and documents. Fill all policy forms, applications advertising and related documents with the relevant state departments of insurance; maintain records of said filings, monitor all state responses and the timeliness of the company’s re-submittal, and notify all interested parties once submittals have been approved. Proactively and on a regular basis, assist as needed in the research and compilation of state guidelines. You’ll learn how to conduct regulatory research, including corporate organizational issues and corporate filings, and will coordinate with the Compliance team to monitor, review, summarize and distribute reports and other information on law or regulatory changes to all affected departments as warranted.

Other Duties:

Assume duties as needed upon assignment by the Director and/or Assistant Director of Compliance.

Education/Training Requirements:

Bachelors degree and/or Legal Assistant/Paralegal designation or the equivalent experience. Insurance, Regulatory and/or Compliance experience would be great, but a willingness to learn, fabulous organizational skills and a good sense of humor, combined with intellectual curiosity, would more than make up for the lack of experience.

Skills/Required Knowledge/Tools:

Must possess excellent verbal and written communication skills. Must demonstrate the ability to prioritize and meet deadlines and manage time efficiently. Must possess intellectual curiosity and the ability to learn new disciplines rapidly. Basic understanding of life insurance is required. Should have excellent knowledge of Microsoft Office (Word and Excel). Westlaw and other internet legal search experiences a plus.

U-Haul Offers:

  • Full Medical coverage
  • Prescription plans
  • Dental & Vision Plans
  • New indoor fitness gym
  • Gym Reimbursement Program
  • Registered Dietitian Program 
  • Weight Watchers 
  • Onsite medical clinic for you and your family
  • Career stability
  • Opportunities for advancement
  • Valuable on-the-job training
  • Tuition reimbursement program
  • Free online courses for personal and professional development at U-Haul University®
  • Business and travel insurance
  • You Matter Employee Assistance Program
  • Paid holidays, vacation, and sick days 
  • Employee Stock Ownership Plan (ESOP)
  • 401(k) Savings Plan
  • Life insurance
  • Critical Illness/Group Accident
  • 24-hour physician available for kids
  • Subsidized gym/ membership
  • MetLaw Legal program
  • MetLife auto and home insurance
  • Mindset App Program
  • Discounts on cell phone plans, hotels, and more
  • LifeLock identity Theft
  • Savvy consumer wellness programs- from health care tips to financial wellness
  • Dave Ramsey’s SmartDollar Program
  • U-Haul federal credit union
  • Wellness Program

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.