09 Nov
|
Co-operators
|
Alberta
09 Nov
Co-operators
Alberta
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 efficient 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.
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📌 Insurance Compliance Operations Specialist (Alberta)
🏢 Co-operators
📍 Alberta