Insurance Analyst

Job Title: Insurance Analyst

Location: Remote Role

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

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


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


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  Customer and agent focused with excellent written/oral communication, presentation, relationship management, and interpersonal skills
  


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  Ability to prioritize and implement multiple activities in a fast-paced environment
  


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  Strong organizational skills and attention to detail
  


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  Ability to work independently and in a team environment
  


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  Proficiency using MS Office products
  

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  Conduct pre-/post-sale insurance business reviews of select independent licensed insurance agents, including new agents, special supervision agents, agents under investigation, etc.
  


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  Initiate, review, track, and provide reporting for client and agent file reviews in adherence with department policies, procedures, and regulatory requirements.
  


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  Prepare reports that identify statistics, trends, and training opportunities for field agents.
  


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  Provide corrective coaching and training to agents for adherence to policies, procedures, and regulatory requirements.
  


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  Escalate issues to management, as appropriate.
  


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  Assist in the development and implementation of training materials, such as bulletins and webinars.
  


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  Help identify opportunities to improve workflow processes and communications with the field.
  


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  Participate in department projects.
  


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  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).