TransAmerica Technology Services
Insurance Supervision Analyst - WFG Canada
Toronto, Ontario, Canada
Sponsorship not specified$64k-$75kDetected 15 days ago
StatisticsComplianceExcelAuditingResearchCommunicationMentoringOrganizational SkillsMicrosoft OfficeInternal Audit
About the role
- We understand the potential of leveraging the talents of a diverse workforce.
- We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
Responsibilities
- Perform periodic field branch audits to ensure adherence to business and regulatory requirements.
Requirements
- Ability to work independently and in a team environment
- Proficiency using MS Office products
- Two years of insurance/financial services industry and supervisory/compliance experience
- Life Insurance License
- 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
- Preferred Qualifications
- Post-secondary education in finance or business
- Knowledge and application of life insurance industry concepts, practices, and principles
- Bilingual or Multilingual - fluent (oral and written) in French, English, Punjabi to complete required job duties and to communicate with a diverse agent and employee base. Expected to complete most business transactions with WFGIA in English, as management located in Ontario and in the U.S. speak English for daily/frequent communications
Nice to have
- Knowledge of WFGIA processes and procedures
- Advanced proficiency in MS Excel
- Bilingual or Multilingual - fluent (oral and written) in French, English, Punjabi to complete required job duties and to communicate with a diverse agent and employee base.
- Expected to complete most business transactions with WFGIA in English, as management located in Ontario and in the U.S. speak English for daily/frequent communications
- Strong relationship management, customer/agent focus, and interpersonal skills
- Valid driver's license and vehicle required for branch review
- Occasional Travel
- Excellent written/oral communication and presentation skills
Compensation
- The Salary for this position generally ranges between $ 64,000 - $75,000 CAD annually.
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
Company info
- We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
- We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
- What We Do
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
- Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
- We believe everyone deserves to live their best life.
- More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide.
- We're empowered by a vast agent network covering North America, with diversity to match.
- Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play.
- United in our purpose, we help people create the financial freedom to live life on their terms.
- These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities.
- Transamerica employs nearly 7,000 people.
- It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com.
- Job Description Summary
- 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).
- Review client files to assess, track findings, detect, and mitigate company risk.
- Conduct branch audits in adherence to supervision and compliance requirements.
- Job Description
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