Field Compliance Analyst

ChubbColumbia, SC
$48,000 - $67,000

About The Position

Field Compliance Agent Analyst is responsible for monitoring and evaluating data/ trends related to sales made by agents. The analyst will help identify sales which violate company policies and insurance regulations and if a violation is identified, a referral will be made to the appropriate Investigator for handling.

Requirements

  • Strong written and verbal communication skills
  • Ability to problem solve
  • Demonstrate good judgment and decision making
  • Proficient in research, data gathering and analysis
  • Ability to communicate with individuals at all levels
  • Ability to manage multiple priorities and meet deadlines
  • Strong organizational skills
  • Adaptable: Ability to work independently as well as collaboratively
  • Demonstrate innovativeness and creativity
  • Successful and stable work history
  • Proficient in Word, Adobe and Excel
  • Bachelor’s Degree or a minimum of 2 years of insurance industry experience required
  • Research and Analytical Skills
  • Proficient in Word, Excel and PowerPoint
  • Ability to manage multiple priorities in a high-pressure environment

Responsibilities

  • Review and analyze sales production, highlighting sales which do no conform with company standards.
  • Assess training needs of New Agents and identify competency gaps which need to be addressed.
  • During instances of a violation, work with Field Compliance Investigator to determine cause and appropriate discipline or training response.
  • Assist in development, sourcing, and updating training programs and aids, such as manuals and handbooks or on-line materials, to meet specific training needs.
  • Assist in developing specific training plans for individuals and teams as requested or needed
  • Address calls into the Department and act as a resource for agents seeking support on compliance related matters.
  • Assist with investigation research as needed.

Benefits

  • Chubb offers a comprehensive benefits package, more details on which can be found on our careers website
  • This role may also be eligible to participate in a discretionary annual incentive program.
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