Field Compliance Analyst

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.).