Medicare Compliance & QA Associate

This role supports critical Medicare compliance operations within a fast-growing healthcare technology environment.

• Manage the full lifecycle of CTM and Non-CTM Medicare compliance cases, including intake, investigation, communication, resolution, documentation, and formal closure.
• Triage compliance-related emails and inquiries, ensuring they are accurately categorized and routed to the appropriate case type and queue.
• Maintain complete, accurate, and audit-ready case records, including notes, evidence, follow-up actions, and required documentation.
• Serve as a key point of contact for agents, agencies, carriers, and internal stakeholders throughout the compliance case process.
• Monitor case progress, follow up on outstanding actions, and escalate issues when necessary to prevent delays and reduce compliance risk.
• Conduct case audits to verify documentation quality, completeness, and adherence to established case-handling standards.
• Provide targeted coaching to agents on compliance requirements, documentation practices, corrective actions, and carrier expectations.
• Identify recurring compliance issues and escalate trends to leadership to support broader coaching and training initiatives.
• Assist agents and agencies with carrier compliance audits and provide guidance for navigating carrier portals and self-service resources.
• Track coaching participation and completion metrics, identifying gaps that require additional follow-up.
• Prepare compliance reporting covering case volumes, status, turnaround times, and other relevant performance indicators.
• Partner with Compliance, Sales, Platform, Contracting, Finance, and other teams on process improvements, special projects, and new workflows.
• Maintain flexibility as Medicare regulations and operational requirements evolve, adapting processes and support practices accordingly.

• Experience working with tools such as Intercom, Excel, Airtable, CRM platforms, or case management systems; experience with these tools is valuable, with training available where needed.
• Strong attention to detail and the ability to maintain accurate records, notes, evidence, and case information.
• Basic analytical skills with the ability to review data, support quality assurance activities, identify discrepancies, and assist with case audits.
• Ability to learn new technologies, systems, and compliance processes quickly.
• Knowledge of Medicare or other health insurance products is advantageous, particularly experience working with Medicare compliance requirements.
• Strong written and verbal communication skills, with the ability to explain policies, requirements, and corrective actions clearly.
• A solution-oriented approach and genuine interest in helping agents navigate compliance challenges effectively.
• Strong organizational skills and the ability to manage multiple cases, deadlines, and follow-up activities simultaneously.
• Collaborative mindset with the ability to work effectively across Compliance, Sales, Platform, and other internal teams.
• Adaptability and comfort working in a fast-paced environment where regulations, priorities, and processes may change.
• High ethical standards, integrity, discretion, and respect for confidential information.
• Experience coaching colleagues, supporting team development, or providing guidance on policies and procedures is a plus.
• Ability to work remotely from an approved location within the United States and maintain employment eligibility in the U.S.

• Base salary: $60,000–$70,000 USD annually.
• Equity compensation opportunities.
• Comprehensive healthcare coverage, including medical, dental, and vision.
• 401(k) plan.
• Flexible work location with coworking options available.
• Paid time off and 11 paid holidays.
• Monthly remote-work stipend to help cover home-office expenses.
• Paid parental leave, including up to 14 weeks for birthing parents and 8 weeks for non-birth parents.
• Two-week paid sabbatical after five years of employment.
• Wellbeing benefits and perks through programs supporting mental health, primary care, lifestyle, and financial wellness.
• Opportunity to work remotely within approved U.S. locations as part of a fast-growing, mission-driven healthcare technology environment.
• Opportunities to learn, grow, and contribute to process improvements with meaningful impact on Medicare advisors and beneficiaries.