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).