• Acts as senior liaison with OBSI, accountable for the effectiveness and integrity of the External Complaints Body (ECB) relationship • Leads OBSI-related interactions, escalations, and negotiations, representing BMO in complex and high-risk matters • Oversees the management of complex, high-risk, and contentious cases, ensuring investigations are rigorous, objective, and consistent • Proactively identifies, assesses, and escalates urgent, sensitive, systemic, and reputational risks • Oversees and challenges the review and analysis of evidence, documentation, and regulatory requirements to ensure completeness and accuracy • Leads development and approval of resolution strategies and settlement recommendations • Oversees the development of clear, concise, and well-reasoned responses to OBSI and customers

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Licensing Specialist? Globe Life is looking for a Licensing Specialist to join the team! This role is responsible for initiating and monitoring the lifecycle of agents appointed with various Globe Life companies to enable them to sell products for their appointing entity. This role ensures agents meet all required federal and state licensing criteria and that agent data is accurately reflected across internal and external systems. The position requires the collection, cleaning, verification, recording, and retrieval of information from multiple sources. It involves evaluation of documents and timely updates to licensing records in internal and regulatory systems. The Licensing Specialist ensures data accuracy, supports compliance, and enables accurate downstream processes like commission payments. This is a remote/work-from-home position. What You Will Do: - Initiate and monitor the lifecycle of agents appointed with various Globe Life companies to enable product sales authorization. - Maintain accurate agent records across multiple systems (Mainframe, SOAR, CELS, OnBase, and government portals). - Collect, evaluate, and verify licensing data from multiple sources and update records with urgency and attention to detail. - Ensure accurate setup of agent hierarchy and licensing information to support downstream processes like commission payments. - Secure and process sensitive agent information in compliance with internal and external privacy regulations. - Review appointment requests and ensure agents meet licensing and company criteria. - Process appointments, terminations, demographic changes, and biographical updates. - Monitor shared inbox and respond to inquiries from agents, internal departments, or external regulatory agencies. - Communicate with state Departments of Insurance and vendors on behalf of the company. - Escalate issues related to workflows, system discrepancies, or agent concerns to supervisors. - Respond to agent questions via phone and email, offering appropriate guidance and support. What You Can Bring: - High School Diploma required; college degree preferred. - 2 years of office or administrative experience. - Insurance background, especially Agent Licensing, highly desirable. - Experience with database management (e.g., SSMS) very helpful. - Proficient in Microsoft Word, Excel, and Outlook. - Ability to learn various computer applications and internal systems. - Strong alpha and numeric data entry skills; types 40–45 wpm minimum. - Good math aptitude and basic accounting knowledge. - Familiarity with Department of Insurance processes and compliance requirements a plus. - Excellent oral and written communication skills, including grammar and spelling. - Strong analytical skills, ability to review information and draw logical, independent conclusions. - Ability to be highly accurate, organized, and detail-oriented. - Ability to maintain focus and concentration for extended periods. - Ability to meet department and production-driven deadlines consistently. - Ability to handle sensitive and confidential data with discretion. Applicable To All Employees of Globe Life Family of Companies: - Reliable and predictable attendance of your assigned shift. - Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life: - Competitive compensation designed to reflect your expertise and contribution. - Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. - Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. - Paid holidays and time off to support a healthy work-life balance. - Parental leave to help our employees welcome their new additions. - Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. - Company-paid counseling for assistance with mental health, stress management, and work-life balance. - Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. - Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

• Identify gaps, score and rank compliance obligations by likelihood and severity, and maintain a living risk register. • Control design: build and maintain controls that translate compliance requirements into day-to-day business practices. • Draft, maintain, and disseminate policies and procedures, ensuring the inventory stays current and properly version-controlled. • Run a structured, risk-based monitoring and testing program, including a defined testing calendar and methodology. • Log findings from testing, audits, exams, and self-identification; assign root cause; and drive remediation to closure against defined timelines. • Coordinate regulatory examinations under the VP of Compliance's sponsorship, including document requests, scheduling, and examiner communication logistics. • Build and maintain KPI dashboards and prepare regular compliance reporting on program health, findings, and remediation status for the VP of Compliance, executive leadership, and the board. • Directly lead assigned compliance staff, with accountability for their performance and development. • Work directly with business, operations, and technology stakeholders to embed compliance requirements into day-to-day processes.

• With little to no supervision from PM can perform the following: · Elicit and document requirements from users in various formats and tools including agile/scrum user stories • Design – create process flow diagrams, user roles and responsibilities, functional and work break down component documentation • Test - Define system tests, conduct tests and verify correctness for medium to large projects. Define load test with Load test team and quality assurance. Oversee the testing of lesser experienced team members. • Influences and leads a cross-functional team in optimization of application capabilities & business processes. Provide Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). • Utilize industry trends to influence requirements for new application features and enhancements that are consistent with strategic priorities. • Influences and significantly contributes to the design process to ensure it supports business requirements and an optimized user experience. • Capture requirements for multiple highly complex systems across multiple stakeholders; understands and applies the SDLC to the execution of deliverables. • Translate business requirements into technical requirements considering multiple users, risks, and/or impact scenarios and convey with appropriate level of detail to the development team. • Apply expertise of the business and its trajectory and work with technical and business teams to support business objectives and align to the roadmap. • Work with QAS to lead project testing strategy. Support and/or participate in user acceptance testing to ensure quality in application releases and user experience. • Advises on security, risk management, and IT process principles and escalate to appropriate team(s) as needed. Partners effectively with security and risk teams to ensure tech portfolio changes adhere to all relevant standards.