Life & Annuity Compliance Analyst - Special Investigative Unit

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We stride to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values:
Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

Are you looking for the next step in your career with the opportunity to join Life & Annuity Compliance? We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about regulations and how they apply to organizational processes.

The successful candidate will become part of the Special Investigative Unit (“SIU”) team and will apply company policies and procedures to review and respond to moderate and varied fraud referrals and perform anti-money laundering (“AML”) transaction monitoring processes and determine appropriate action. In this role you will have the opportunity to cultivate productive internal and external relationships to address mutual concerns through collaboration.

As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey. The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.

• Contribute to the research, analysis, solution, and response to AML transaction monitoring using learned techniques and departmental tools.
• Execution – 80%
• Tactical – 20%
• Assist with the review and investigation of fraud referrals, including interviewing and file reviews, and working with business partners on disciplinary recommendations, if warranted.
• Use knowledge and skills to complete moderate scope routine and ad-hoc tasks within internally established time standards.
• Work under general supervision with work reviewed at key milestones and for approval of significant exceptions by management or designated senior colleagues.
• Build relationships with internal and external (including regulators) peers.
• Exercise judgment within defined procedures and practices contributing to problem‑solving and determining appropriate action.
• Consistently demonstrate NLG values and Servant Leadership Tenets by actively seeking opportunities to align work with these principles.

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship‑driven business where our people are our greatest strength.

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI‑enabled ways of working.
• Exercise sound judgment by reviewing and validating AI‑generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

• 3+ years of relevant combination of compliance and/or life insurance and annuity work experience.
• Proficiency in Microsoft Office Suite.
• Ability to provide exceptional customer service through empathy, listening, and understanding client needs.
• Ability to…