Casey Heitkamp, Cisr
About Casey Heitkamp, Cisr
Casey Heitkamp is a Compliance Operations Associate at Coterie Insurance, where he has worked since 2022. He holds a Bachelor of Science in Business Management from Indiana Wesleyan University and an Associate of Applied Science in Marketing from Rhodes State College.
Work at Coterie Insurance
Casey Heitkamp serves as a Compliance Operations Associate at Coterie Insurance, a position held since 2022. Based in Cincinnati, Ohio, Heitkamp focuses on ensuring compliance with internal service level agreements through the preparation of monthly departmental reports. Heitkamp also manages the onboarding process for new producers, facilitating their integration into the company. Additionally, Heitkamp conducts quarterly compliance audits for group partners and direct agents, ensuring adherence to regulatory standards.
Education and Expertise
Heitkamp holds a Bachelor of Science in Business Management from Indiana Wesleyan University. Additionally, Heitkamp studied Marketing at Rhodes State College, earning an Associate of Applied Science. This educational background supports Heitkamp's expertise in compliance operations and process improvement within the insurance industry.
Background
Before joining Coterie Insurance, Heitkamp developed skills in compliance and operational efficiency. The role at Coterie Insurance involves leading process improvement training sessions for department staff and new hires, demonstrating a commitment to enhancing operational practices within the organization.
Compliance and Regulatory Standards
In the role of Compliance Operations Associate, Heitkamp utilizes AgentSync to maintain compliance with the Department of Insurance across all 50 states. This responsibility includes conducting quarterly compliance audits, which are essential for ensuring that group partners and direct agents adhere to regulatory standards.