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TRANZACT

Agent Oversight Analyst

TRANZACT

. Review, evaluate, and log incoming complaints and allegations from carriers, CMS/CTM channels, internal referrals, and sales leadership .

Posted 9/24/2026full-timeRemote • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills to evaluate complaints and trends while maintaining compliance within the insurance and healthcare sectors. Proficient in data management and reporting, with a focus on process improvement and effective communication with stakeholders.

Highest-signal resume keywords
Data AnalysisExcel/Microsoft Office SkillsInsurance Compliance ExperienceCommunication SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisComplaint ClassificationCase MonitoringReport BuildingTrend Identification
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationJudgment
Tools & Technologies
JiraQuickBaseSmartsheet
Certifications & Qualifications
Associate's DegreeBachelor's Degree
Industry Keywords
ComplianceQAHealthcareInsurance

About the role

Key responsibilities & impact
  • Review, evaluate, and log incoming complaints and allegations from carriers, CMS/CTM channels, internal referrals, and sales leadership
  • Classify complaints by type, carrier, and priority
  • Identify duplicate or related cases and escalate high-risk matters
  • Analyze caseload and case mix to support assignment decisions
  • Monitor case aging and service-level adherence, flagging at-risk cases and root causes
  • Build and analyze reports on complaint volume, trends, case aging, and outcomes
  • Maintain dashboards and tracking tools; prepare materials for leadership and carrier discussions
  • Serve as point of contact for carriers, sales leadership, and investigators on case status and documentation
  • Monitor outstanding CAP and agent-response requirements, flagging non-response patterns and escalating unresolved items
  • Gather and organize investigation documentation, including lead data, audit findings, enrollment records, and call recordings
  • Identify information gaps
  • Support special projects and process improvements, including automation opportunities

Requirements

What you’ll need
  • High school diploma or equivalent; 1+ year in compliance, QA, operations, insurance, healthcare, or related field
  • Demonstrated ability to analyze data, identify trends, and use sound judgment
  • Strong Excel/Microsoft Office skills; ability to learn new systems quickly
  • Strong written/verbal communication; able to work independently with confidential information
  • Preferred: Medicare, healthcare, or insurance compliance experience
  • Preferred: Experience with Jira, QuickBase, Smartsheet, or similar systems
  • Preferred: Associate's/Bachelor's degree or relevant certification