Found Description
Job Title
Insurance Supervision Analyst
Job Family
Regulatory Compliance
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). 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 accordance with department policies, procedures, and regulatory requirements.
- Prepare reports that identify statistics, trends, and training opportunities for field agent...
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