Desjardins analyst overseeing insurance agency quality and compliance. Investigating sensitive issues and recommending actions across property-and-casualty and life insurance operations.
Responsibilities
Support the oversight of Agents to ensure Company, Regulatory and Legal expectations are met
Monitor trends to identify and address opportunities related to quality management activities and provide support to protect our organization and clients
Identify, analyze, diagnose, and address major issues and provide recommendations on next steps
Identify Quality and Oversight findings, accompanied by recommending action items and next steps
Support Regional Oversight Leaders with granular and detailed analysis
Collaborate with partners across DGIG and WHMLI
Requirements
Bachelor's degree in a related field
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Intermediate experience with Company, Regulatory, and Legal expectations
Intermediate experience collaborating with Distribution Compliance and DGIG Legal on complex and sensitive matters
Intermediate experience partnering with the Client Complaint Management Centre (CCMC)
Intermediate operational knowledge of agents facing tools, systems, and processes or relevant organizational tools/systems and processes
Intermediate operational knowledge of P&C (Personal Lines and Commercial Lines)
Intermediate knowledge of Life insurance and has obtained their LLQP
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