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...
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