Job Description

Job Description

Responsibilities

  • Conduct pre/post-sale insurance business reviews of select independent licensed insurance agents including new agents, special supervision agents, agents under investigation, etc.
  • 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 audi...

    • Ready to Apply?

    Take the next step in your AI career. Submit your application to Transamerica today.

    Submit Application