Insurance Analyst

4 days ago

Markham, Ontario, Canada Net2Source (N2S) Full time $60,000 - $80,000 per year

Responsibilities:

  • Conduct pre/post-sale insurance business reviews of select independent licensed insurance agents including new agents, special supervision agents, agents under investigation, etc.
  • 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.
  • Provide corrective coaching and training to agents for adherence to policies, procedures, and regulatory requirements.
  • 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 and communications with the field.
  • Participate in department projects.
  • Perform periodic field branch audits to ensure adherence to business and regulatory requirements.

Qualifications:

  • Two years of insurance/financial services industry and supervisory/compliance experience
  • Life Insurance License in British Columbia, Alberta, Saskatchewan, or Manitoba
  • Customer and agent focused with excellent written/oral communication, presentation, relationship management, and interpersonal skills
  • Ability to prioritize and implement multiple activities in a fast-paced environment
  • Strong organizational skills and attention to detail
  • Ability to work independently and in a team environment
  • Proficiency using MS Office products

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