What You'll Be Doing The Compliance Analyst-Insurance Licensing prepares and processes all ... Able to communicate information and ideas in spoken or written form so that others will understand.
What You'll Be Doing The Compliance Analyst-Insurance Licensing prepares and processes all ... Able to communicate information and ideas in spoken or written form so that others will understand.
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Springfield, MO · On-site
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Springfield, MO · On-site
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Commercial Insurance Producer
Kirksville, MO · On-site
$58K - $73K/yr
This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs & insurance ...
Commercial Insurance Producer
Kirksville, MO · On-site
$58K - $73K/yr
This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs & insurance ...
Insurance Producer
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Commercial Insurance Producer
$58K - $73K/yr
This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs amp; insurance ...
Commercial Insurance Producer
$58K - $73K/yr
This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs amp; insurance ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Kansas City, MO · On-site
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Springfield, MO · On-site
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Springfield, MO · On-site
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Commercial Insurance Producer
$58K - $73K/yr
This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs & insurance ...
Commercial Insurance Producer
$58K - $73K/yr
This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs & insurance ...
Insurance Producer
Springfield, MO · On-site
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Insurance Producer
Springfield, MO · On-site
$19.23 - $24.03/hr
Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...
Meet with clients to understand and document the clients' business needs in the form of formal ... Insurance/Reinsurance industry experience Required * Advanced Word, intermediate Excel and SQL ...
Meet with clients to understand and document the clients' business needs in the form of formal ... Insurance/Reinsurance industry experience Required * Advanced Word, intermediate Excel and SQL ...
Sr Business Analyst
Saint Charles, MO · On-site
$87K - $112K/yr
Candidates with Insurance, Financial Services and Healthcare exp. preferred. Candidates with client ... Document the clients' business needs in the form of formal requirements and/or user stories and ...
Sr Business Analyst
Saint Charles, MO · On-site
$87K - $112K/yr
Candidates with Insurance, Financial Services and Healthcare exp. preferred. Candidates with client ... Document the clients' business needs in the form of formal requirements and/or user stories and ...
Actuarial Analyst
Saint Louis, MO · On-site
$61K - $88K/yr
The amount and availability of any bonus, commission, benefits, or any other form of compensation ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...
Actuarial Analyst
Saint Louis, MO · On-site
$61K - $88K/yr
The amount and availability of any bonus, commission, benefits, or any other form of compensation ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...
Insurance Form Analyst information
What are Insurance Form Analysts?
What are the key skills and qualifications needed to thrive as an Insurance Form Analyst, and why are they important?
What are some common challenges an Insurance Form Analyst may face when reviewing complex policy documents?
What is the difference between Insurance Form Analyst vs Insurance Underwriter?
| Aspect | Insurance Form Analyst | Insurance Underwriter |
|---|---|---|
| Credentials | Typically requires a high school diploma or associate degree; certifications like CPCU or AINS are common | Requires a bachelor's degree, often in finance, business, or related fields; certifications like CPCU or ARM are beneficial |
| Work Environment | Office setting, reviewing insurance forms and data entry | Office setting, assessing risks and approving policies |
| Employer & Industry Usage | Insurance companies, brokers, and agencies | Insurance companies, underwriting firms, and brokers |
Insurance Form Analysts focus on reviewing and processing insurance forms, ensuring accuracy and compliance. Insurance Underwriters evaluate risks and determine policy terms. While both roles are essential in the insurance industry, they differ in responsibilities, with underwriters making risk decisions and analysts handling documentation.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 27 days ago
Stifel rating
8.2
Based on 21 frontline employees who took The Breakroom Quiz
Job description
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingThe Compliance Analyst-Insurance Licensing prepares and processes all insurance-related licensing for the Firm and its licensed individuals. This role includes but is not limited to initial licensing requests, renewal and amended licensing requests, business entity affiliations and terminations, carrier appointments and terminations, reporting background issues to the regulators, assisting and tracking CE and insurance training for the agents, processing address changes, and maintain knowledge of government (local, state, and federal) regulations.
What We're Looking For- Process, document, and maintain all producer licensing applications, continuing education, and training requirements for licensed staff.
- Administer appointment applications to obtain carrier appointments and affiliations for producers and support leadership during the onboarding of new carriers and vendors.
- Continuously monitor multiple state agencies for new or revised regulatory requirements to ensure proper compliance with producer licensing.
- Order material and schedule pre-licensing exams and training for all new hires.
- Correspond with state Departments of Insurance and Insurance Carriers as needed.
- Analyze and identify issues and trends for improved processes and controls.
- Develop and track improvement or remediation plans.
- Able to communicate information and ideas in spoken or written form so that others will understand.
- Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative, and sound judgment; takes pride in ownership of wins and accountability for losses/mistakes.
- Works closely with the Compliance team, producing accurate work promptly.
- Managing one's own time and priorities to ensure the meeting of deadlines.
- Able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Understanding new information's implications for current and future problem-solving and decision-making.
- Working knowledge of laws and/or regulations within the State(s) Departments of Insurance regarding Insurance Licensing.
- Ability to investigate and recognize state laws or regulations violations on Insurance Licensing.
- Minimum Required: Bachelor's Degree in a related field.
- Minimum Required: 3-5 years of experience in the Financial Services Industry or 1-3 years of internal Compliance experience.
- Minimum Required: None.
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Knowledge of NIPR, SBS, RegEd, and SIRCON systems is preferred.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Employment Type: FULL_TIMEAbout Stifel Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Saint Louis, MO, US
Year founded
2007