Insurance Analyst

Collabera
Contract
Other
Canada
Hiring from: Canada
Client: Insurance/Finance

Job Title: Insurance Analyst


Location: Remote Role


Duration: 06 Months (Extension/Conversion will be based on performance)


Description:

Qualifications:


  • Two years of insurance/financial services industry and supervisory/compliance experience


  • Life Insurance License in British Columbia, Alberta, Saskatchewan, or Manitoba (any one) is a must-have.


  • 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



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.


Benefits:



  • The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable).

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