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Insurance Analyst
2 weeks ago
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