Bilingual Field Compliance Analyst

at  Combined Insurance

Combined Insurance, a Chubb Company, is seeking a Bilingual Field Compliance Analyst to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!

POSITION SUMMARY

Bilingual Field Compliance Analyst is responsible for monitoring and evaluating data/ trends related to sales made by agents. 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.

• Review and analyze sales production, highlighting sales which do not 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 FCI Investigator to determine cause and appropriate discipline or training response.
• Assist in development, sourcing, and updating of 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.