Insurance Supervision Analyst

The Insurance Supervision Analyst is responsible for conducting pre/post-sale business reviews of select independent licensed insurance agents affiliated with World Financial Group Insurance Agency (WFGIA). The role reviews client files to assess, track findings, detect, and mitigate company risk, and conducts branch audits in adherence to supervision and compliance requirements.

Responsibilities

- Conduct pre/post‑sale insurance business reviews of select independent licensed insurance agents, including new agents, special supervision agents, and agents under investigation.
- 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, as required by province or territory.
- 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 workplace.
- Proficiency using MS Office products.

Preferred Qualifications

- Post‑secondary education in finance or business.
- Knowledge of WFGIA processes and procedures.
- Knowledge and application of life insurance industry concepts, practices, and principles.
- Advanced proficiency in MS Excel.
- Bilingual or Multilingual – fluent (oral and written) in French, English, and Punjabi to complete required job duties and to communicate with a diverse agent and employee base.
- Strong relationship management, customer/agent focus, and interpersonal skills.

Working Conditions

- Office Environment; employee is expected to work hybrid in the Ontario office.
- Valid driver’s license and vehicle required for branch review.
- Occasional branch review travel.

Salary

The salary for this position generally ranges between $64,000 - $75,000 CAD annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in‑office, hybrid, remote) and operational needs.



Salary may vary above and below the stated amounts, as permitted by applicable law.

Compensation Benefits

- Competitive Pay
- Bonus for Eligible Employees

Benefits Package

- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities

Health and Work/Life Balance Benefits

- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back‑Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs

Inclusion & Diversity Statement

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We are dedicated to fostering a culture of inclusivity throughout our workforce, workplace, and marketplace. Our diversity and inclusion programs include employee‑driven Employee Resource Groups (ERGs) that are open to all employees.

#J-18808-Ljbffr

📌 Insurance Supervision Analyst - WFG Canada (Toronto)
🏢 Transamerica
📍 Toronto