Description

JOB DESCRIPTION

Position Summary

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

• 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

The pay range for the role is $48,000 to $67,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website . The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

About Chubb Benefits

Chubb Benefits is a leading provider of supplemental accident, health, disability, and life insurance products in the U.S.** and Canada. Headquartered in Chicago with a tradition of more than 100 years of success, we are committed to making the world of supplemental insurance easy to understand. The company has an A+ rating by the Better Business Bureau and an A+ (Superior) financial strength rating by AM Best. ** In New York, products are underwritten by Combined Life Insurance Company of New York (Latham, N.Y.).

Requisition #: 31311

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