Insurance Review Analyst

1 month ago

Toronto, Canada Transamerica Full time

Job Family

Regulatory Compliance
- Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
- What We Do
- Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

Conduct business reviews of select independent licensed insurance agents affiliated with World Financial Group Insurance Agency (WFGIA). Review client files to assess, track findings, detect and mitigate company risk.

**Job Description**:
**Responsibilities**:

- Initiate, review, track, and provide reporting for client and agent file reviews in adherence with department policies/procedures and regulatory requirements.
- Prepare reports that identify statistics, trends, and training opportunities for field agents.
- Escalate issues to management as appropriate.
- Assist in the development and implementation of training materials, such as bulletins and webinars.
- Help identify opportunities to improve workflow processes.
- Participate in department projects.

**Qualifications**:

- Post-secondary education in finance or other business field, or equivalent experience
- Two years of insurance/financial services industry experience
- Customer focused with excellent written/oral communication and interpersonal skills
- Strong attention to detail
- Ability to work in a team environment
- Proficiency using MS Office

Preferred Qualifications
- Knowledge of WFGIA processes and procedures
- Life license
- Advanced proficiency in MS Excel

Working Conditions
- Office or hybrid office/remote environment
- This job description is not a contract of employment nor for any specific job responsibilities. _
- Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request._

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits- Competitive Pay-
- Bonus for Eligible EmployeesBenefits Package- Pension Plan-
- 401k Match-
- Employee Stock Purchase Plan-
- Tuition Reimbursement-
- Disability Insurance-
- Medical Insurance-
- Dental Insurance-
- Vision Insurance-
- Employee Discounts-
- Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits- Paid Time Off starting at 160 hours annually for employees in their first year of service.-
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).-
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars-
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.-
- Adoption Assistance-
- Employee Assistance Program-
- College Coach Program-
- Back-Up Care Program-
- PTO for Volunteer Hours-
- Employee Matching Gifts Program-
- Employee Resource Groups-
- Inclusion and Diversity Programs-
- Employee Recognition Program-
- Referral Bonus Programs-
- Peer Recognition Program (BRAVO)Inclusion & Diversity

Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Giving Back

Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financia

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