Insurance Compliance Operations Specialist

2 days ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Co-operators Full-time

Support Life Insurance compliance operations for CLIC, combining Advisor onboarding, commission processing, and analytical review in a hybrid model.

This regular full-time Specialist serves Individual Insurance and Wealth Management within Co-operators' framework. You will enable efficient onboarding by requesting system access and providing credentials to Advisors. You will also process commission files, analyze data, identify deficiencies, and support remedial plans.

Key Responsibilities:

  • Request or set up system access for Advisors
  • Ensure Advisor credentials are provided during onboarding
  • Process files for commission payments
  • Analyze commission data and identify deficiencies
  • Assist with developing remedial plans

Requirements:

  • Two to four years in Life Insurance Sales or Sales Support
  • Experience in business analysis, audit, or compliance
  • Knowledge of analytical methods and financial regulations
  • Understanding of Life Insurance sales applications and products
  • English required; French is an asset

Bring Life Insurance knowledge, data analysis, and operational communication to support compliant Advisor onboarding and commission processing.