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Life Compliance and Operations Analyst

Date: Nov 15, 2022

Location: Erie, PA, US, 16530

Company: Erie Insurance

Division or Field Office:

Life Division

Department of Position: Life Actrl, Clms & Cmplnc Dept 

Work from:

Erie Home Office


At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 5,000 employees and over 2,200 independent agencies.  Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia. 

We strive to be Above all in Service® to our customers—and to our employees. That’s why Erie Insurance offers you an exceptional benefits package, including:

•          Premier health, prescription, dental, and vision benefits for you and your dependents. Coverage begins your first day of work.

•          Low contributions to medical and prescription premiums. We currently pay up to 97% of employees’ monthly premium costs.

•          A pension. We are one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.

•          A 401(k) with up to 4% contribution match. The 401(k) is offered in addition to the pension.

•          Paid vacation, personal days, sick days, bereavement days and parental leave.

•          Career development, including a tuition reimbursement program for higher education and industry designations.

•          Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts, up to $12,500 a year.


Position Summary

Provides analytical support to meet the compliance and operations needs of Erie Family Life (EFL). Researches and documents Erie Family Life's actions in response to new and/or revised laws and regulations. Assists in designing and implementing action plans to achieve compliance and operational efficiency. Participates in compliance and operations/vendor reviews, assisting in the creation and maintenance of appropriate documentation.


  • This position will focus on life reinsurance
  • Hiring Manager will also consider candidates for Senior Life Compliance & Operations Analyst; level of position offered will be based upon depth and breadth of selected candidate's experience and qualifications

Duties and Responsibilities

Researches, analyzes, and develops responses to compliance issues and complaints. Gathers data, performs data analysis and prepares work pertaining to business rules, communications, forms, business and/or project requirements, and online updates. Implements action plans to achieve compliance.

Performs mandated compliance tracking and reporting for life and annuity products. Creates and verifies documentation in response to state insurance department market conduct audits.

Participates and leads reviews of other EFL departments to understand and gather information on current processes. Evaluates and recommends appropriate responses to new and existing compliance and operations issues or problems.

Develops and maintains an understanding of EFL's business practices and operations in order to assess the impact of new and revised laws and regulations, insurance department guidelines, and company standards and policies.

Identifies, gathers and analyzes data that support compliance operations, and Product development and management. Creates related reports that include analyses for executive summaries.

Works closely with the compliance and law functions to ensure processing and administration are compliant with applicable laws and regulations Acts as a subject matter expert on an assignedline of business or operational process and provides support to product development, project managers and life operations.

Assists in developing, maintaining, and enhancing compliance and vendor/operations tools to monitor projects, issues, inquiries, and measure desired outcome.

Assists in designing and implementing processes to track and document EFL compliance and operations/vendor items. Partners in the development and maintenance of all product applications, forms, and correspondence with Life Product and Process Analyst.

Gathers, and analyzes key metrics and creates summaries and reports that support operations and compliance.

Analyzes and remains current on industry trends and best practices as related to key business functions and operational metrics and works with management to identify opportunities for improvement.
Completes special projects as required.

The first 5 duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.

This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.


Detail Orientation
Cultivates Innovation
Instills Trust
Information Management Skills
Decision Quality
Values Diversity
Job-Specific Knowledge
Nimble Learning
Customer Focus
Optimizes Work Processes
Ensures Accountability


Bachelor's degree in business administration, finance, or related field, or four years related experience required. Two years experience in an analytical or compliance role required. Life and annuity experience, preferably in the area of insurance operations, regulatory filing or regulatory response, business process analysis, internal audit, or internal investigations preferred. Trend analysis and dashboard reporting experience preferred. Proficiency with word processing and spreadsheet software required. Familiarity with database software and data analysis techniques  preferred.

Physical Requirements

Lifting 0-20 lbs; Occasional (<20%)
Lifting 20-50 lbs; Rarely
Lifting Over 50 lbs; Rarely
Driving; Occasional (<20%)
Pushing/Pulling; Rarely
Manual Keying/Data Entry; Frequent (50-80%)
Climbing; Rarely

Nearest Major Market: Erie