Insurance Supervision Analyst - WFG Canada

Insurance Supervision Analyst

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). The role reviews client files to assess, track findings, detect, and mitigate company risk, and conducts 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, and agents under investigation.
• 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...