Insurance Analyst

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