Insurance Supervision Analyst - WFG Canada

Transamerica; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading global insurance company in Calgary is seeking an Insurance Supervision Analyst to perform business reviews of licensed insurance agents. Responsibilities include preparing compliance reports and providing training. The ideal candidate has at least two years of experience in insurance and holds a Life Insurance License. Excellent communication skills are essential for this role, alongside proficiency in MS Office and the ability to work in a fast-paced environment.

Benefits

Competitive Pay

Bonus for Eligible Employees

Pension Plan

401(k) Match

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Tuition Reimbursement

Career Training & Development Opportunities

Paid Time Off starting at 160 hours annually

Parental Leave

Qualifications

• Minimum two years in insurance/financial services and supervisory/compliance experience.
• Must possess a Life Insurance License.
• Customer-focused with strong communication and interpersonal skills.

Responsibilities

• Conduct pre/post-sale insurance business reviews of licensed agents.
• Prepare reports highlighting trends and training opportunities.
• Assist in developing training materials and improve workflow processes.

Skills

Insurance/financial services experience

Excellent written/oral communication

Relationship management

Organizational skills

Detail-oriented

Ability to work independently and in a team

Proficiency in MS Office

Education

Post-secondary education in finance or business

Life Insurance License

Tools

MS Excel

Job description

Job Family

Regulatory Compliance

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

What We Are

We are a global insurance and retirement solutions company that helps people make the most of what’s important to them. Our vast agent network and nonprofit foundation provide support and community programs worldwide.

What We Do

Transamerica is organized into three distinct businesses: World Financial Group, Protection Solutions & Savings & Investments, and Financial Assets. Corporate functions such as Finance, People, General Counsel, Risk, Internal Audit, Strategy & Development, and Corporate Affairs support these units.

Job Description 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 analyst reviews client files to assess, track findings, detect, and mitigate company risk, and conducts branch audits to ensure 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 adherence with department policies, procedures, and regulatory requirements.
• Prepare reports that identify statistics, trends, and training opportunities for field agents.
• Provide corrective coaching and training to agents for adherence to policies, procedures, and regulatory requirements.
• Escalate issues to management, as appropriate.
• Assist in the development and implementation of training materials, such as bulletins and webinars.
• Help identify opportunities to improve workflow processes and communications with the field.
• Participate in department projects.
• Perform periodic field branch audits to ensure adherence to business and regulatory requirements.

Qualifications

• Two years of insurance/financial services industry and supervisory/compliance experience.
• Life Insurance License.
• Customer and agent focused with excellent written/oral communication, presentation, relationship management, and interpersonal skills.
• Ability to prioritize and implement multiple activities in a fast‑paced environment.
• Strong organizational skills and attention to detail.
• Ability to work independently and in a team environment.
• Proficiency using MS Office products.

Preferred Qualifications

• Post‑secondary education in finance or business.
• Knowledge of WFGIA processes and procedures.
• Knowledge and application of life insurance industry concepts, practices, and principles.
• Advanced proficiency in MS Excel.
• Bilingual or multilingual – fluent (oral and written) in French, English, Punjabi to complete required job duties and communicate with a diverse agent and employee base.

Working Conditions

• Office Environment.
• Valid driver’s license and vehicle required for branch review.
• Occasional Travel.
• Occasional branch review travel.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well‑being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten paid holidays per year (typically mirroring the NYSE holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen days of paid parental leave per calendar year to eligible employees with at least one year of service.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We are committed to fostering a culture of inclusivity throughout our workforce.

Giving Back

We support nonprofit organizations through the Aegon Transamerica Foundation, a charitable organization that provides grants and volunteer support to communities worldwide.

Transamerica’s Parent Company

Aegon acquired Transamerica in 1999; Aegon currently serves more than 23.9 million customers worldwide, focusing on investment, protection, and retirement solutions.