- Design and evolve the risk-based monitoring framework, risk-tiering methodology, and monitoring thresholds for downline agencies.
- Analyze monitoring data to identify systemic agency-level risks and recommend program improvements.
- Develop carrier-facing compliance reports and maintain executive-level dashboards.
- Negotiate and manage Corrective Action Plans (CAPs) and Performance Improvement Plans (PIPs).
- Lead root cause analysis on compliance issues and translate findings into remediation plans.
- Design coaching materials and lead office hours to address program compliance issues.
- Serve as a subject matter expert on CMS Medicare marketing and agent oversight requirements.
- Mentor and advise junior team members on complex compliance cases.