Pre Compliance Review Team

About Exact Medicare

Company Overview Exact Medicare was founded with a clear vision: to simplify the complex world of Medicare for retirees and provide them with the confidence they need to make informed healthcare decisions. What started as a humble operation with a deep understanding of the challenges retirees face—endless mail, confusing options, and relentless calls—has since grown into something truly special. Today, we’re proud to be recognized as the fastest growing Medicare brokerage firm in America. We’ve expanded nationwide, bringing together some of the most trusted agencies in the country. Hundreds of independent licensed sales agents have joined our ranks, and we’ve attracted world-class talent to our corporate team. As we’ve come together and joined forces on this amazing journey, we’re all empowered by our core values, which drive everything we do.

Our Core Values

• Extreme Ownership: We take ownership of our actions and responsibilities, delivering the best possible results for our clients.
• Above Reproach: We uphold the highest standards of integrity and ethics in all interactions and decisions.
• Culture of Candor: We foster a culture of open and honest communication, valuing ideas and feedback to continuously improve.
• Atomic Growth: We are committed to continuous personal and organizational growth to better serve our clients and community.

Position Overview

The Pre-Compliance Review Specialist is responsible for reviewing all marketing creatives and lead materials prior to carrier submission. This role ensures accuracy, regulatory alignment, and completion of compliance checklists. Specialists also support a pilot program testing AI-generated content to improve creative turnaround and approval rates. Their work is critical in reducing redlines, maintaining audit readiness, and accelerating campaign deployment.

Job Duties

Creative Pre-Screening

· Review all incoming marketing creatives for:

o Missing disclaimers

o Non-compliant formatting

o Unauthorized carrier references

o Incomplete opt-in language or TPMO tags

· Compare each creative against most recent CMS/Carrier guidance

· Redline non-compliant content with clear notation and route for internal review

AI-Driven Creative Testing (Pilot Program)

· Leverage AI tools (e.g., ChatGPT, Jasper) to generate or refine ad copy, landing pages, SMS templates, etc.

· Compare AI-generated creatives to IFG-approved formats to test for faster turnaround and stronger compliance pass-through

· Maintain a small internal control group (e.g., 3–5 creatives per campaign) for A/B testing with IFG

Compliance Checklist Execution

· Complete LDZ’s pre-submission checklist (e.g., version control, redline record, SMID tag prep)

· Ensure all creative files submitted to IFG include:

o Audit trail naming convention

o Completed checklists

o Final redlined + clean version

Documentation & Accuracy Logs

· Maintain internal logs showing:

o Date received → redlined → resubmitted

o Type of redline (disclaimer missing, noncompliant CTA, branding mismatch)

o Approval outcome from IFG

· Report weekly status to Christina (to share upward)

Minimum Qualifications

· 1–2 years of experience in digital marketing, content review, or regulatory support

· Familiarity with CMS marketing guidelines, TCPA, or other U.S. compliance frameworks (preferred but not required)

· Strong attention to detail and ability to identify inconsistencies in language, disclaimers, and formatting

· Experience using workflow tools (e.g., Trello, Google Sheets, or similar project tracking systems)

· Ability to follow structured checklists and maintain documentation with precision

· Strong written English skills and professional communication styleIf you are a licensed, highly motivated individual who shares our core values, has a passion for helping Medicare-eligible seniors, and a drive for sales success, we encourage you to apply and become part of the Exact Medicare team!

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