Field Compliance Analyst
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. 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. Competencies 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 Specific Skills or Knowledge Successful and stable work history Proficient in Word, Adobe and Excel Education and Experience
Requirements
- 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
- 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
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 [https://fa-ewgu-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_2001/pages/7002].
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
