Transamerica

124 job(s) at Transamerica

Transamerica Not Listed, MI
Job Description SummaryProvides educational and advisory services to one or more clients virtually or in person. Responsible for plan promotion, participant education and managing education campaigns. Conducts in person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Provides guidance and transparency to participants on retirement product solutions. Responsible for generating leads and managing projects.Job DescriptionResponsibilitiesDevelop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals. Conduct one-on-one retirement planning meetings with client employees.Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules.Explain and ensure participants understand product options; make appropriate recommendations.Work with participants with multi-product needs and connect with other product specialists as needed.Maintain current and accurate records to document progress towards goals.Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.QualificationsBachelor�s degree in a related field or equivalent business experience.FINRA Series 6 or 7.FINRA Series 63, or obtain within six months.FINRA Series 65 or 66, or obtain with six months.Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.Three years of financial services or related experience.Preferred QualificationsTen years of financial services or related experience.Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.Behavioral Strong communication and interpersonal skills.Presentation skills to support the sales process.Self-motivated to drive toward set targets.Organization and time-management skills.Ability to quickly learn new systems/technology.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.Occasional local travel.
Transamerica Denver, CO, USA
Job Description SummaryFor this position, we expect you to be a detail oriented professional with an understanding of project management and digital marketing practices. Your responsibilities will cross multiple lines of business which require quick learning of different products and procedures to execute projects. You should be methodical and have excellent time management skills while being able to manage multiple assignments concurrently. You will use your communication skills to collaborate effectively with cross functional teams as you represent Marketing to manage and deliver projects within quality, time, and budget.Job DescriptionResponsibilitiesManage the production/rollout of sales channel marketing and related material, such as updates to existing campaign materials, rate changes, marketing communications, and sales kits.Work with requestor and cross functional team members to understand and define the project, and determine delivery dates. Scope project requirements and identify budget needs.Develop a detailed project plan and monitor progress throughout the project.Collaborate with internal teams to design, develop and implement content and other projects.Capture project details, including risks, timeline, and requirements specifications.Highlight potential risks, priority or scope challenges, and proactively act to resolve.Define success measurements for projects.Track and document project progress within workflow tool; establish new processes as needed.Communicate project deliverables, issues, risks, progress to core team and leadership.QualificationsBachelor�s degree in marketing, communications, or business, or equivalent education/experience.One year of project management experience working with multiple functional mid-level managers.Preferred QualificationsPMP certificationMarketing/digital marketing experience in an agency or institutional setting.Financial services industry experience.Experience as a project manager.Experience with project management/workflow software.Experience with content management systems.Behavioral & Leadership CompetenciesOrganizational and prioritization skills.Communication and interpersonal skills.Self-starter able to work independently and as part of a team.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solution Agility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.
Transamerica Cedar Rapids, IA, USA
Job Description SummaryThis position sits within the Law Department�s Transactional Law Group which is responsible for the majority of the transactional, technology, intellectual property and tax matters of the Company. This Group works in close partnership with others in the Law Department, Compliance Department and the Procurement teams to support the needs and goals of the Transamerica Companies within North and South America. The individual will work under the supervision of a more seasoned lawyer.Job DescriptionDrafts and/or reviews various types of contracts such as: supply, services, software/technology licenses, purchase or sale agreements, TPA and outsourcing agreementsReviews and advises on corporate venture capital investments and supports M&A activityDemonstrates the ability to identify, define and analyze problems, establish decision making parameters, assess risks, recommends prompt and practical solutions, and influences decision-makersReviews and approves internal or external public statements from a legal standpointStudies proposed and existing legislation affecting the company and advises departments concernedGuards against legal risks involving the companyAdvises on changes in laws and regulationsOther duties as assigned based on needConforms with and abides by all regulations, policies, work procedures, instruction, and all safety rulesExhibits regular, reliable, punctual and predictable attendanceQualificationsJD degree required.State bar admission.Minimum of 3-5 years of experience.Preferred qualificationsKnowledge and prior experience with software license agreements, Cloud agreements (IaaS, PaaS, SaaS), sourcing arrangements, international business transactions, data privacy and security, technology matters and basic intellectual property understanding.Behavioral & Leadership CompetenciesMust be able to prioritize to meet deadlines.Must possess excellent organizational skillsOur CultureAt Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsNormal office conditions
Transamerica Cedar Rapids, IA, USA
Job Description SummaryThis individual will be responsible for risk oversight on US statutory, capital, tax and IFRS financial reporting at a consolidated level. In addition this role with be the point of contact at risk for key capital initiative or other special projects. Responsible for the day-to-day interactions to ensure that appropriate risk considerations are in place and practiced across the company. Responsible for the identification, assessment, oversight, reporting, and disclosure of key risks and to ensure that business procedures and/or financial risks are in compliance with applicable regulatory and corporate standards and policies. Develop and maintain relationships with appropriate business management and process owners.Job DescriptionResponsibilitiesRepresent Risk Management in initiatives relating to US statutory income and capital management and reporting, tax management and reporting as well as IFRS at a consolidated level. Understand the key issues, risks and sensitivities for these reporting basis. Understand the reporting requirements as well as our internal policies to ensure that our financial and management reporting is accurate. Provide leadership and oversight for collaboration efforts across functional areas and with Group Risk. Build a thorough understand of the processes that lead to consolidated results and any weakness � build a partnership with the first line to provide and get real time feedback during the financial close periodDevelop long-range functional objectives and strategies for assigned area of expertise.Study data to determine predictable trends and emerging issues.Work with other members of the financial risk team to ensure that there is understanding of consolidated reporting issues and how these might impact ALM or product decision making. Serve as a subject matter expert on reporting issues throughout the risk teamMaintain strong relationships with senior level personnel across all of Transamerica and Group NV and conduct regular business and risk discussions. Participate in risk committee discussions. Work across functional areas to identify and recommend potential strategic changes to improve Transamerica's� business position.Serve as a champion for creating a positive risk culture across the company.Other duties and responsibilities as assigned based on specific discipline within Risk Management.QualificationsBA degree in related field (accounting, finance, IT, risk management, actuarial, mathematics, computer science, etc.) appropriate for the risk area/department above or equivalent experience.Ten years of experienceAdvanced understanding of Transamerica's� business, objectives and risks and can compare and contrast them with peer companies.Communication skills to effectively persuade others and leads in facilitation of conversation in situations of conflict.Preferred QualificationsFSA, CPA or equivalentIn-depth understanding of IFRS, capital and tax reporting issues.Behavioral and Leadership Competencies:Excellent communication skills; effectively persuades others and facilitates conversation in situations of conflict.Ability to lead a project independently, establish milestones and advise on progress.Provides support and leadership surrounding collaborative activities.Our Culture:At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsOffice environmentModerate travel (up to 15%)
Transamerica Not Listed, IL
Job Description SummaryResponsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and proactive phone contact. Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.Looking for candidates in the Chicago/Milwaukee area to handle territory.Job DescriptionResponsibilitiesConduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing.Adhere to process and documentation standards to minimize operational risk and loss.Interpret discrimination testing rules and results. Consult on solutions to failed testing.Drive cross sell opportunities to enhance individual client and enterprise profitability.Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing.Keep clients and advisors apprised of product and service enhancements, including changes in investment options.Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.Consult with clients on plan termination issues. Submit plan termination requests for processing.Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs.Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and proceduresContribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.QualificationsBachelor�s degree in a business related field or equivalent education/experience.Five years of retirement industry or similar experience.FINRA Series 6 and 63 licenses, or obtain within six months.Thorough understanding of ERISA and retirement industry trends.Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions.Proficiency using MS Office (Word, Excel, PowerPoint).Preferred QualificationsAdvanced skills in MS Word, Excel and PowerPoint.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.Extensive travel (40% - 60%).
Transamerica Cedar Rapids, IA, USA
Job Description SummaryOversee the planning, design, development, enhancement and maintenance of business systems or subsystems, technology projects, and functions within assigned areas of responsibility. Provide direction and guidance to team of managers. Assess project viability and recommends strategies and tactics to satisfy customer needs.Job DescriptionResponsibilitiesParticipates in strategic planning and decision making for the organizationManages and directs a team with responsibilities to include team development, performance monitoring and appraisal, and priorities of projects. Interacts and communicates frequently with executive management, providing thorough feedback and recommendationsDevelops metrics, measure and provides analysis which assists management in improving key processes and deliverables.Has an understanding of the overall business of the division and company and participates in business decisions and anticipates issues.Understand and promote systems life cycle methodologies, project management techniques, quality assurance and testing methodologies, and enterprise architecture principles.Review, on a consistent basis, existing processes/systems to make recommendations on process improvements and achieve consensus and support from the diverse groups within IT and the business to implement the defined processes.Seek and develop strong partnerships with organizational management, divisional clients, IT staff, BA staff, and outside vendors and consultants.QualificationsBachelor�s degree in computer science or business management, or equivalent education and experience. 10 years of IT experience and 5-8 years of management experience. Knowledge of business analysis, project management, business processes and process management is required.Behavioral and Leadership Competencies:Strong leadership, decision making and analytical skills. Effective verbal and written communication skills. Ability to multi-task and meet deadlines. Must be a team player. Excellent knowledge of project management methodologies; able to manage large, complex projects.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsNormal office environment.
Transamerica Baltimore, MD, USA
Job Description SummaryServe as a key contact for external auditors during Transamerica audits. Develop and maintain ongoing relationships with internal and external contacts to proactively manage the audit process.Job DescriptionResponsibilities:Track and assess requests from external auditors, and implement an audit plan to ensure audits are fulfilled in a timely manner.Identify audit related issues and escalate to appropriate stakeholders as needed.Collaborate with business groups to identify solutions to audit concerns.Work with appropriate stakeholders to document whitepapers related to financial/accounting/controls issues.Coordinate resources to complete the Issue Paper process.Develop and maintain a real-time feedback mechanism to evaluate and improve overall processes.Help educate auditors to understand Transamerica�s business.Qualifications:Bachelor�s degree in accounting or related degree, or equivalent experience.Eight years of progressive experience in auditing, accounting, or internal controls within the financial services industry.Proficiency using MS Office tools.Preferred Qualifications:CPABig 4 public accounting experience within audit.Experience working within a large multi-national organization.Behavioral and Leadership Competencies:Communication and interpersonal skills to facilitate the timely completion of audits.Ability to document and verbally communicate accounting and auditing issues in a clear and concise manner.Organizational skills.Our Culture:At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsOffice environment
Transamerica Not Listed, OH
Job Description SummaryResponsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and proactive phone contact. Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.CANDIDATE TO COVER THE NORTHERN OHIO TERRITORY AND MUST RESIDE IN THAT AREA.Job DescriptionResponsibilitiesConduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing.Adhere to process and documentation standards to minimize operational risk and loss.Interpret discrimination testing rules and results. Consult on solutions to failed testing.Drive cross sell opportunities to enhance individual client and enterprise profitability.Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing.Keep clients and advisors apprised of product and service enhancements, including changes in investment options.Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.Consult with clients on plan termination issues. Submit plan termination requests for processing.Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs.Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and proceduresContribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.QualificationsBachelor�s degree in a business related field or equivalent education/experience.Five years of retirement industry or similar experience.FINRA Series 6 and 63 licenses, or obtain within six months.Thorough understanding of ERISA and retirement industry trends.Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions.Proficiency using MS Office (Word, Excel, PowerPoint).Preferred QualificationsAdvanced skills in MS Word, Excel and PowerPoint.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.Extensive travel (40% - 60%).
Transamerica Denver, CO, USA
Job Description SummaryProvides technical support to assist customers and advisors in resolving questions or problems involving company websites by delivering exceptional customer service at all times in alignment with the strategic goal to be a market leader in customer service delivery. Activities include performing problem-solving tasks, coordinating solutions and providing procedural instructions to callers.Job DescriptionResponsibilitiesHandles and logs callers� problems or questions by troubleshooting situations, determining appropriate responses, and ensuring effective call resolution. This includes providing updates to reflect current resolution status.Performs problem-solving tasks as well as coordinating solutions.Provides procedural instructions to caller.Responds to inquiries via telephone or written correspondence.Identifies and documents system issues and trends.Records caller suggestions for system enhancement/improvements.Prioritizes workload to meet departmental standards.QualificationsHigh School diploma or equivalent. Fundamental understanding of PC/laptop/tablet technologies. Excellent oral and written communication skills are required.Preferred QualificationsOne year of experience in related support environment or equivalent.Working ConditionsNormal office environment.
Transamerica Denver, CO, USA
Job Description SummaryOversees the planning and execution of cross-functional marketing campaigns to support sales. Delivers reporting on productivity, priorities, issues and opportunities for improvement.Job DescriptionResponsibilitiesProvide staff with insight and direction to meet organizational goals and drive team success.Partner with marketing groups to understand campaign plans, customer goals, and key performance metrics.Utilize qualitative and quantitative methods to evaluate program effectiveness.Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; define new processes and workflows as needed.Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.Conduct-one-on-one meetings with staff to assess individual needs, work load, issues/opportunities, career path, development and process management.Serve as internal escalation point for campaign related issues.QualificationsBachelor�s degree in marketing, business administration, communications, or related field.Five years of experience in marketing communications, digital marketing or project management.Experience developing and executing digital campaigns and complex projects.Technical acumen to design campaigns that optimize the use of marketing platforms.Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Exact Target, Marketo, MS Office Visio, Slack, Workfront and Percolate.Preferred QualificationsIn-depth knowledge of digital platforms.Experience in change management.Supervisory/management experience.2-5 years of financial services experience.Behavioral & Leadership CompetenciesCommunication and writing skills.Analytical and decision making skills to identify and prioritize critical issues.Ability to interpret data and articulate results to a diverse audience.Time management skills.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solution Agility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.Occasional travel (10-15%) to support staff and attend industry conferences.*This position is eligible for a $250 employee referral bonus.*
Transamerica Cedar Rapids, IA, USA
Job Description SummaryTop level project manager, providing project and program management, delivery assurance and consulting, health checks and related guidance for key programs and projects. Responsible for leading all aspects of strategically important, complex global programs and projects that span business units. Provides direction in setting goals and performance of the program including project planning, execution, functionality, quality, cost, staffing and resource allocation. Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure program goals and requirements are met. Responsible for cross-project management of work streams that are interdependent or common across the various projects within in a program.Job DescriptionResponsibilitiesAll aspects of program and project management for strategically important initiatives.Assisting with PMO governance duties, including reporting, threshold assessments and assessing and monitoring health of key projects.Provide consulting and expert guidance on all phases of program and project delivery, including business case development, financial impact analysis, project scoping, risk assessment, monitoring and delivery.Manage major program initiatives; assist management in defining the strategic plans for programs that align with business goals and objectives. Manages interdependencies and common critical path milestones across the projects, facilitating risk management, issue escalation/resolution, scope change and implementation planning. Manage one or more large and complex projects with responsibility for meeting scope, timeline, budget, and quality commitments. Directs decision making, communications, problem resolution, and other associated activities during all phases of large and complex projects using a proactive and positive approach.Provides delivery assurance and health checks for strategic and key initiatives by assessing all aspects from project direction and scope through implementation (including business case, requirements, risk, change management and project deliverables). Designs and implements program and project organizational structures that are cost effective and efficient.Develops business case documentation, including cost benefit analysis and/or return on investment analysis.Promotes formal communication methods and establishes open and consistent communication with all levels within the organization (including project teams, stakeholders, management, and other Global IT Office functions). Defines and directs formal communication methods and establish open and consistent communication with all levels within the organization. Provides status reports and facilitates inter-program communication.Provides appropriate progress updates to management, steering committees, project boards and other stakeholders, using both formal and informal channels.Responsible for consulting, directing, mentoring, and checking the work of other project management professionals. Directs activities of multiple project managers responsible for individual projects within a program; holds teams accountable for meeting goals and objectives.Identifies and leads program and project process improvement activities.QualificationsSolid understanding of Project Management methodologies and principles, and relies on strong technical and analytical skills.Bachelor�s degree in a business related field or equivalent training/experience required. Minimum of 10 years� experience with at least 5 years� experience managing complex multi-system and/or multiple department projects.Good understanding of the insurance and financial services industry.Expert level skills relating to project management theory, tools and practicePreferred QualificationsAbility to speak multiple languages may be helpfulPMP or Prince 2 certificationBehavioral QualificationsStrong organizational skills (planning, prioritizing) and communication skills (written, verbal, listening) are critical to this position, as are the ability to successfully adapt to diverse people and situations, manage conflict, proactively resolve issues, and strong time management. Developed skills in leadership, relationship building, negotiation and influence, and facilitation techniques. Effectively interact with staff and management at all levels, including C-level executives. Serve in a mentoring and leadership role, and must be able to influence without direct organizational authority.Working ConditionsNormal office environmentSome international travel requiredMay require flexible hours to accommodate global project teams
Transamerica St. Petersburg, FL, USA
Job Description SummaryAs a customer care professional, you receive inbound phone inquiries from our customers. Your goal each day is to ensure each interaction you have with our customers results in a great and positive experience, turning them into net promoters of Transamerica!Job DescriptionHere are the core responsibilities expected from our customer care professionals:Provide solutions to customers! Our employees are empowered to make good business decisions based on the needs of our customers and our current business practices by providing complete and accurate information regarding life and health insurance, retirement and annuity investment products while focusing on customer satisfaction.Look for and be proactive for ways to make it easy for our customers to do business with us!Show the customer your care on each and every inquiry! As the voice of our company and as a customer care professional, it�s important for you to personalize and express your care and concern for the customer using your skills to effectively resolve their service request or problem.As a financial services company, we work hard to ensure we have our customers� trust with their investments. Within this role, we express confidence via our voice tone, along with our actions, to our customers to demonstrate they have our trust regarding their financial security. In a customer centric company, team work is very important! We want to ensure our customers end each interaction with us knowing they have made the right decision investing their future with us by thinking we have good people! Working for Transamerica is rewarding; however, we do have daily, monthly and annual quality and productivity goals and metrics that need to be achieved. Your leadership team is dedicated to working with you to achieve our goals, ensuring you grow professionally as well.Qualifications In order to join the Transamerica family, we expect our customer care professionals to:Have a high school diploma or equivalentUp to one year experience of contact center and / or customer service experienceExcellent verbal and written communication skillsFundamental computer knowledge and maneuverability with windows applicationsAbility to work in a team environment to develop integrity, trust and respect of coworkers at all levels.Ability to maintain confidentiality of customer and company information.Our preferred qualifications are:Associates degreeGeneral understanding of life and health insuranceKnowledge of retirement and annuity investment productsBehavioral qualificationsExcellent verbal and written communication skillsAbility to work in a team environment to develop integrity, trust and respect of coworkers at all levels.Ability to maintain confidentiality of customer and company information.Our CultureAt Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsNormal office environmentMay work varied shiftsSome positions offer Spanish bilingual differentialEqual Opportunity Employer:Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Transamerica Exton, PA 19341, USA
Job Description SummaryWork in alignment with senior leadership to ensure strategic business priorities are identified, prioritized and executed.Job DescriptionResponsibilitiesDefine and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc.Develop and/or maintain strategic roadmap and assigned strategic dashboards/tracking mechanisms.Manage the timing of inputs/outputs that drive strategic project prioritization.Identify integrations across the organization that impact the group.Coordinate with strategic planning contacts across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process.Establish and maintain strong relationships with supported groups and project teams.Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources and key initiatives.Create and deliver strategic presentations, story boards, etc. tailored for specific audiences.Manage governance meetings including setting up and facilitating meetings, maintaining mailbox, coordinate agenda and meeting materials, follow up on approvals. Coordinate assumption setting process including setting up & facilitating working group meetings, manage calendar, communicate progress to managementQualificationsBachelor�s degree in a business-related field or equivalent experience.Eight years of strategic planning experience in a similar environment or in a planning/consultant role.Ability to communicate with all levels of the organization to guide in strategic planning fundamentals and plan execution.Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis.Presentation skills to create and deliver information to a wide audience.Familiarity with project management tools, lifecycles, etc.Proficiency using MS Office tools.Preferred QualificationsMaster�s degree in a relevant field.Insurance/financial services experience.Supervisory/management experience.Understanding of LEAN Six Sigma methodology.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsOffice environmentModerate travel to attend strategic planning sessions.
Transamerica St. Petersburg, FL, USA
Job Description SummaryTransamerica is looking for a detail oriented Legal Specialist. The right candidate will have great communication skills, be curious about digging into solutions, and want some serious career opportunities. This individual will be supporting a group of attorneys, and preparing papers and correspondence requiring knowledge of legal terminology and document formats such as contracts, briefs, sumonses, complaints and motions.Job DescriptionPerforms a broad range of administrative and clerical duties for attorneys/legal and compliance department.Locate and obtain documents and information, accesses various company databases and, as needed, legal files litigation software system. Performs legal and factual research.Transcribe, compose and proofread various correspondence; send appropriate response letters.Maintain complete and accurate files/logs/records on all documents received and produced.Maintain and prepare various monthly/quarterly reports. May schedule appointments and meetings, make travel arrangements.Under General supervision, resolves most questions and problems and refers only the most complex issues to higher levels.Works within established guidelines and procedures.QualificationsHigh School education. Minimum of 1-3 years of secretarial/administrative assistant experience, preferably in the financial/insurance industry.Preferred QualificationsKnowledge of legal terminology/experience preferred.Behavioral & Leadership Competencies Great communication skillsDetail oriented individual who dives into solutionsOur CultureAt Transamerica, we promote a Future Fit mindset. What is a Future Fit mindset?Acting As One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity an above average and beyond approach to our customersWorking ConditionsNormal office environment
Transamerica Denver, CO, USA
Job Description SummaryServes as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound calls and place prospects with financial planning and retirement planning advisors.Job DescriptionResponsibilitiesHandle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.Schedule appointments with advisors for simple/routine customer requests.Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner.Keep abreast of product offerings to better identify the value proposition to customers.QualificationsBachelor�s degree in a business related field or equivalent experience.Ability to communicate in a friendly and persuasive manner.Listening skills to identify and assess customer needs.Professional demeanor to represent the company through a virtual environment.Critical thinking and problem-solving skills.Ability to multi-task and work in a team environment.Proficiency using MS Office products.Preferred QualificationsExperience in the financial services industry.Customer service experience.Working ConditionsOffice/call center environment.Schedule may vary to fulfill service levels during hours of operations.
Transamerica Not Listed, CA
Job Description SummaryResponsible for the sale of life, health, and supplement insurance products through key distributors. Responsible for prospecting, developing, and managing relationships with key producers to drive sales growth, achieve established individual sales goals, increase producer engagement and overall profitability in the assigned territory.Candidate will cover the Western Region and must live in the territory.Job DescriptionResponsibilitiesProspect for new clients within assigned territory and achieve sales goals. Travels extensively to meet with prospects, producers, and other key intermediaries in the territory.Provide sales insights and solutions that support life, health and supplemental products using a customer focused approach. Focus support activities on key accounts to grow profitable sales. Develop a strong network of strategically important relationships through direct meetings with key contacts. Manages a territory of existing producers and targeted prospects.Effectively work with Account Managers and Sales Desks Partners to grow sales.QualificationsActive Life & Health Insurance License. A valid driver�s license.Undergraduate degree in business discipline, or equivalent work experience.Seven years business experience with five years B2B sales experience.Experienced professional who blends instinctive sales acumen and deep knowledge of insurance products with outstanding interpersonal skills, and a strong entrepreneurial spirit.Self-motivated, strong technical and insurance product expertise, as well as, extensive market knowledge.Preferred QualificationsExisting agent/key distributor relationships in the assigned territoryGraduate degree in business disciplineProfessional designation � CLU, ChFC, CFPFINRA Series 6, 63, or 7 Behavioral & Leadership CompetenciesAbility to develop and sustain long-term plans. Organized in thoughts and actions.Possess excellent communication skills, public speaking, and presentation skills.Thrives on high volume and a fast paced work environment.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice or remote office environment.Extensive travel required, including overnight travel
Transamerica Denver, CO, USA
Job Description SummaryManage the development and design of digital user experiences (UX) that align with Transamerica�s business strategies and meet brand standards. Control the interaction, visual design, and usability of properties across an extensive portfolio.Job DescriptionResponsibilitiesOversee staff responsible for the development and design of user experiences.Partner with groups in technology, customer experience, innovation, visual design, branding and business operations to establish practices for designing positive end-to-end experiences at all user touch points.Communicate a clear vision how the UX contributes to company growth.Align business requirements, use cases and user needs to create simple and elegant product interfaces.Gather and interpret stakeholder feedback to shape design solutions that meet both business and consumer needs.Oversee research activities to understand consumer needs, opportunities and pain points.Create visual artifacts to articulate, information and validate ideas (prototypes, wireframes, sketches, journey maps, personas, etc.).Manage digital agencies to include planning and execution, agency evaluation, retainer management, etc.Support internal training and �white papers� to help educate the organization on digital practices.QualificationsBFA or equivalent degree with relevant work experience in user experience, interaction and visual design for the web/mobile/social.Ten years of experience in the digital space.Advanced technical experience with CSS, AJAX, HTML5 and JavaScript, proto-typing tools (i.e. Balsamiq, Axure, Fireworks, Dreamweaver), information flow experience with architecture.Proficient in Photoshop scripting and automation, understanding web/mobile/social standardsExperience with a CMS products, such as Adobe, SDL Tridion. Record/portfolio in user-centered design processes, site map creation, information architecture, user personas, wireframes, flows, etc.Strong marketer with demonstrated skills and experience in digital marketing or the application of technology to marketing programs/disciplines, including web/mobile.Experience in responsive and adaptive design.Understanding of Agile development processes/methodologies.Preferred QualificationsSupervisory/management experience.Agency experience.Financial services/E-commerce experience.Behavioral & Leadership CompetenciesCommunication and relationship building skills to interact with groups across the global organization.Analytical and problem solving skills to work on complex challenges requiring an in-depth evaluation of various factors.Change management skills to adapt to and lead others in changing and ambiguous environments.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solution Agility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.Occasional travel.*This position is eligible for a $500 employee referral bonus.*
Transamerica Denver, CO, USA
Job Description SummaryTranslate business strategies into exceptional digital user experiences (UX). Help guide team members to control the interaction, visual design, and usability of properties across an extensive portfolio.Job DescriptionResponsibilitiesCollaborate with groups in technology, customer experience, innovation, visual design, branding and business operations to establish practices for designing positive end-to-end experiences at all user touch points.Communicate a clear vision how the UX contributes to company growth.Align business requirements, use cases and user needs to create simple and elegant product interfaces.Gather and interpret stakeholder feedback to shape design solutions that meet both business and consumer needs.Oversee research activities to understand consumer needs, opportunities and pain points.Create visual artifacts to articulate, information and validate ideas (prototypes, wireframes, sketches, journey maps, personas, etc.).Manage digital agencies to include planning and execution, agency evaluation, retainer management, etc.Lead, coach and develop a UX team able to articulate the vision and collaborate successfully with stakeholders.Build strong relationships across the global organization.Support internal training and �white papers� to help educate the organization on digital practices.QualificationsBFA or equivalent degree with relevant work experience in user experience, interaction and visual design for the web/mobile/social.Eight years of experience in the digital space.Proficient with CSS, AJAX, HTML5 and JavaScript, proto-typing tools (i.e. Balsamiq, Axure, Fireworks, Dreamweaver), information flow experience with architecture. Proficient in Photoshop scripting and automation, understanding web/mobile/social standardsExperience with a CMS products, such as Adobe, SDL TridionRecord/portfolio in user-centered design processes, site map creation, information architecture, user personas, wireframes, flows, etc.Demonstrated skills and experience in digital marketing or the application of technology to marketing programs/disciplines, including web/mobile.Experience in responsive and adaptive design.Understanding of Agile development processes/methodologies.Preferred QualificationsAgency experience.Financial services/E-commerce experience.Behavioral & Leadership CompetenciesCommunication and relationship building skills to coach and lead team members.Analytical and problem solving skills to work on complex challenges requiring an in-depth evaluation of various factors.Change management skills to adapt to changing and ambiguous environments.Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solution Agility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above average and beyond approach to our customersWorking ConditionsOffice environment.Occasional travel.*This position is eligible for a $500 employee referral bonus.*
Transamerica Cedar Rapids, IA, USA
Job Description SummaryProvides outstanding customer service in the day-to-day administration of retirement plans. Responds to inquiries and handles research and resolution of issues. Communicates with clients on the implications of technical developments.Job DescriptionResponsibilitiesSupport the daily administration of retirement plans.Coordinate with the manager to research issues and negotiate problem resolution.Develop and foster relationships with clients and internal partners.Provide prompt, accurate and consistent information that meets or exceeds quality metrics.Identify areas for improvement and make recommendations to management.Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.QualificationsBachelor�s degree in a business-related field or equivalent education/experience.Two years of retirement industry experience.Knowledge of record keeping, outsourcing and processing capabilities.Preferred Qualifications.ASPPA designation and/or related studies.Knowledge of company systems (e.g. Paris 3).Behavioral QualificationsProficiency using MS Office tools, including Excel.Excellent communication and customer service skills.Working ConditionsOffice environmentOccasional travel for client meetings.
Transamerica Denver, CO, USA
Job Description SummaryAs a customer care professional, you receive inbound phone inquiries from our customers. Your goal each day is to ensure each interaction you have with our customers results in a great and positive experience, turning them into net promoters of Transamerica!Job DescriptionHere are the core responsibilities expected from our customer care professionals:Provide solutions to customers! Our employees are empowered to make good business decisions based on the needs of our customers and our current business practices by providing complete and accurate information regarding life and health insurance, retirement and annuity investment products while focusing on customer satisfaction.Look for and be proactive for ways to make it easy for our customers to do business with us!Show the customer your care on each and every inquiry! As the voice of our company and as a customer care professional, it�s important for you to personalize and express your care and concern for the customer using your skills to effectively resolve their service request or problem.As a financial services company, we work hard to ensure we have our customers� trust with their investments. Within this role, we express confidence via our voice tone, along with our actions, to our customers to demonstrate they have our trust regarding their financial security. In a customer centric company, team work is very important! We want to ensure our customers end each interaction with us knowing they have made the right decision investing their future with us by thinking we have good people! Working for Transamerica is rewarding; however, we do have daily, monthly and annual quality and productivity goals and metrics that need to be achieved. Your leadership team is dedicated to working with you to achieve our goals, ensuring you grow professionally as well.Qualifications In order to join the Transamerica family, we expect our customer care professionals to:Have a high school diploma or equivalentUp to one year experience of contact center and / or customer service experienceExcellent verbal and written communication skillsFundamental computer knowledge and maneuverability with windows applicationsAbility to work in a team environment to develop integrity, trust and respect of coworkers at all levels.Ability to maintain confidentiality of customer and company information.Our preferred qualifications are:Associates degreeGeneral understanding of life and health insuranceKnowledge of retirement and annuity investment productsBehavioral qualificationsExcellent verbal and written communication skillsAbility to work in a team environment to develop integrity, trust and respect of coworkers at all levels.Ability to maintain confidentiality of customer and company information.Our CultureAt Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?Acting as One fosters an environment of positive collaborationAccountability allows us to own the problem as well as the solutionAgility inspires new ideas, innovation and challenges the status quoCustomer Centricity encourages an above and beyond approach to our customerWorking ConditionsNormal office environmentMay work varied shiftsSome positions offer Spanish bilingual differentialEqual Opportunity Employer:Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.