Senior BOLI Analyst

This role provides operational, analytical, compliance, and administrative expertise across the Bank-Owned Life Insurance (BOLI) business. The position supports the full BOLI lifecycle, including quality assurance and compliance controls, agent contracting and compensation, policy administration, financial underwriting, Salesforce administration, operational reporting, and distribution support. The role partners with internal teams, distribution partners, vendors, and technology resources to ensure accurate and compliant execution of BOLI processes while identifying opportunities to improve operational efficiency, controls, data quality, and service delivery. This position can be hybrid or remote but must be local to the Cincinnati area.

Responsibilities

• BOLI Quality Assurance & Compliance
• Salesforce & Data Administration
• Marketing & Field Communications
• Agent Contracting & Compensation
• Inforce Policy Administration
• Illustration, Policy Issue & Policyholder Support
• Business Continuity & Team Support

Benefits

• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and Culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.

Qualifications

• High school diploma or equivalent; bachelor's degree preferred.
• 4+ years relevant experience in life insurance, BOLI, financial services, insurance operations, or a related field.
• Experience with Bank-Owned Life Insurance (BOLI) preferred.
• Experience supporting insurance policy administration, agent contracting, licensing, or compensation processes preferred.
• Experience using Salesforce or a comparable CRM or workflow management platform.

This response is AI-generated, for reference only.