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About the Role

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). This role involves reviewing client files to assess, track findings, detect, and mitigate company risk, as well as conducting branch audits in adherence to supervision and compliance requirements.

Responsibilities

• 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.
• Participate in department projects.
• Perform periodic field branch audits to ensure adherence to business and regulatory requirements.

Requirements

• 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
• Ability to work independently and in a team environment
• Proficiency using MS Office products
• Valid driver’s license and vehicle required for branch review

Skills

• Excellent written/oral communication
• Presentation skills
• Relationship management
• Interpersonal skills
• Organizational skills
• Attention to detail
• MS Office products proficiency
• MS Excel advanced proficiency
• French fluency (oral and written)
• English fluency (oral and written)
• Punjabi fluency (oral and written)

Location

• Ontario office

Work Type

• Hybrid
• Occasional Travel

Experience Level

• Two years of insurance/financial services industry and supervisory/compliance experience

Education Level

• Post-secondary education in finance or business (Preferred)

Salary/Compensations

• $64,000 - $75,000 CAD annually

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave – fifteen (15) days of paid parental leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

About the Company

• At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
• 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.
• 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.
• 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.
• Transamerica is organized into three distinct businesses: World Financial Group, Protection Solutions and Savings & Investments, and Financial Assets.
• These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs.
• 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.
• Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999.
• Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.
• It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives.
• As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Equal Opportunity

• We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals.
• We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
• To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs.
• This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity.
• ERGs are open to all employees.
• They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.