USA
1 day ago
Insurance Supervision Analyst - WFG Canada (British Colombia- Work From Home)
Job Family Regulatory Compliance About Us 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.     Who We Are   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 Transamerica is organized into three distinct businesses. 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. 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. 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 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. Qualifications + 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 Preferred Qualifications + Post-secondary education in finance or business + Knowledge of WFGIA processes and procedures + Knowledge and application of life insurance industry concepts, practices, and principles + 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 Working Conditions + Remote (British Columbia) + Valid driver’s license and vehicle required for occasional branch review travel Canadian Health and Work/Life Balance Benefits: + Competitive Paid Time Off + Ten (10) paid holidays per year + Ten (10) sick days per year + Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars + Parental Leave + Adoption Assistance + Employee Assistance Program + College Coach Program + Employee Resource Groups + Inclusion and Diversity Programs + Employee Recognition Program + Referral Bonus Programs + Peer Recognition Program (BRAVO) United States Only Benefits Below: This job description is not a contract of employment nor for any specific job responsibilities. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. W orried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees . Compensation Benefits + Competitive Pay + Bonus for Eligible Em ployees 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 for employees in their first year of service. + Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). + Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars + Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child. + Adoption Assistance + Employee Assistance Program + College Coach 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 Inclusion & Diversity    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 - sponsor ed, 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.    Giving Back    We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation (https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation) in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.      Transamerica’s Parent Company  Aegon (http://www.aegon.com/) 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.   * As of December 31, 2023 At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.     Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com . * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here. (https://transamerica.com/sites/default/files/files/e070d/job\_app\_0123.pdf)
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