Insurance Analyst
Sun Life is a leading financial services company, and they are seeking an Insurance Analyst to provide comprehensive oversight support for their insurance distribution channels. This role involves data analysis, reporting, and administrative support to ensure effective oversight and risk management within the insurance programs.
Responsibilities
- Deliver support for Insurance Supervision and Audit programs
- Manage team inboxes and correspondence
- Maintain and update audit and review trackers
- Data management for reporting across programs
- Execute Quality Assurance video reviews for ID
- Manage SharePoint sites and documentation
- Manage cyber and privacy incident tracking and reporting
- Provide Business Continuity Plan (BCP) support
- Generate and deliver timely reports using Excel, Tableau and other digital tools
- Generate persistency reporting for Managing General Agencies (MGAs)
- Support data and other requests from regulatory bodies (e.g. Canadian Council of Insurance Regulators (CCIR), provincial authority/council)
- Lead digital program enhancements
- Provide digital and technical support to Insurance oversight teams
- Data analysis across Insurance oversight teams
- Send and receive annual Compliance Review Survey (CRS) requests for the ID channel
Skills
- Advanced proficiency in Microsoft (MS) Excel and PowerPoint
- Excellent data analysis and reporting skills
- Experienced in SharePoint and tracking system management
- Able to use technical tools for Survey design and management
- Knowledge of Insurance products, internal systems and processes
- Wanting to gain more knowledge of insurance regulatory landscape that govern Insurance business
- Organized, and able to prioritize and adapt to multiple requests efficiently
- Have strong written and verbal communication
- Enthusiasm for cross-functional collaboration work
- Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide
Company Overview