09 Nov
|
Co-operators
|
Calgary
09 Nov
Co-operators
Calgary
Support Life Insurance compliance operations for CLIC, combining Advisor onboarding, commission processing, and analytical review in a hybrid model.
This regular full-time Specialist serves Individual Insurance and Wealth Management within Co-operators’ framework. You will enable effective onboarding by requesting system access and providing credentials to Advisors. You will also process commission files, analyze data, identify deficiencies, and support remedial plans.
Key Responsibilities:
- Request or set up system access for Advisors
- Ensure Advisor credentials are provided during onboarding
- Process files for commission payments
- Analyze commission data and identify deficiencies
- Assist with developing remedial plans
Requirements:
- Two to four years in Life Insurance Sales or Sales Support
- Experience in business analysis, audit, or compliance
- Knowledge of analytical methods and financial regulations
- Understanding of Life Insurance sales applications and products
- English required; French is an asset
Bring Life Insurance knowledge, data analysis, and operational communication to support compliant Advisor onboarding and commission processing.
📌 Insurance Compliance Operations Specialist (Calgary)
🏢 Co-operators
📍 Calgary