16 Oct
|
World Financial Group
|
Winnipeg
16 Oct
World Financial Group
Winnipeg
Job TitleInsurance Supervision AnalystJob FamilyRegulatory ComplianceSummaryThe 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.ResponsibilitiesConduct 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 accordance 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 to ensure 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.QualificationsAt least two years of insurance/financial services industry and supervisory/compliance experience.Life Insurance License.Customer and agent focused with excellent written and 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.Preferred QualificationsPost‑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, Punjabi.Solid relationship management, customer/agent focus, and interpersonal skills.Excellent written and oral communication and presentation skills.Working ConditionsOffice environment with hybrid work in the Ontario office.Valid driver’s license and vehicle required for branch review.Occasional travel (CompensationThe salary for this position generally ranges between $64,000 – $75,000 CAD annually.BenefitsCompetitive pay and bonus for eligible employees.Pension plan.401(k) match.Employee stock purchase plan.Tuition reimbursement.Disability, medical, dental, and vision insurance.Employee discounts.Career training and 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 paid holidays per year.Wellness coaching and reward dollars.Parental leave (fifteen days of paid leave).Adoption assistance.Employee assistance program.Back‑up care program.PTO for volunteer hours.Matching gifts program.Employee resource groups and inclusion & diversity programs.Recognition program and referral bonus programs.#J-18808-Ljbffr
📌 Insurance Supervision Analyst - Wfg Canada - C$64,000 - C$75,000 A Year (Winnipeg)
🏢 World Financial Group
📍 Winnipeg