Client: Financial

Job Title: Insurance Analyst

Location: Remote Role in CANADA (with the license mentioned in description below)

Duration: 06 Months (Extension/Conversion will be based on performance)

• 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.

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).