Lead Workforce Management Analyst

Transamerica; Cedar Rapids (IA); Hybrid; USD 72,000 - 75,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Job summary

Transamerica is seeking a seasoned Workforce Management Lead to forecast demand, plan staffing, and drive performance across its Cedar Rapids hub. You will coach staff analysts and partner with senior leaders to align departments with strategic goals.

The role requires strong communication, analytical capabilities, and experience guiding multi-team projects in a hybrid environment.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Eight years of experience in workforce management.
• Strong written and verbal communication across levels.
• Analytical and problem-solving skills.
• Organizational skills to handle multiple initiatives.
• Coaching skills.
• Proficiency in MS Excel.

Responsibilities

• Facilitate the onboarding of new teams into the workforce program.
• Interact with senior management to align larger functional departments.
• Conduct analysis on business events and historical patterns in work volume and staffing levels.
• Produce volume and staffing forecasts; make recommendations on staffing and training needs.
• Lead planning processes (daily/weekly/monthly/yearly) and optimize load balancing and costs.
• Collaborate with front-line managers on intraday changes and adjustments.
• Lead review sessions on volumes, service levels, and drivers; propose improvement actions.
• Develop relationships with operational leadership through daily communication.

Skills

Written and verbal communication

Analytical thinking

Organizational skills

Coaching skills

Education

Bachelor’s degree in business or related field

Tools

MS Excel

Job description

Job Family Customer & Business Quality Assurance

About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Responsible for leveraging technology and conducting analysis to provide forecasting, planning, intra-day management, and performance management capabilities for Transamerica Operations. Staff at this level are fully functioning subject matter experts and able to lead/coach staff analysts.

Job Description Responsibilities

• Facilitate the implementation plan to onboard new teams into the workforce program.
• Interact with senior management to align larger functional departments.
• Conduct analysis on business events and historical patterns in work volume, trends current and historical staffing levels.
• Produce volume and staffing forecasts; make strategic recommendations on staffing levels and training needs.
• Facilitate daily/weekly/monthly/yearly planning processes; provide insight and recommendations on load balancing and augmentation strategies to meet service objectives and manage costs.
• Collaborate with front-line managers on intraday and change management processes; recommend actionable adjustments to meet objectives.
• Lead review sessions with management regarding work volumes, services levels, production results and drivers; make recommendations for improvement action plans.
• Develop relationships with operational leadership through daily communication; proactively gain an understanding of the departments and functions.
• Produce reporting that will enhance operational insight, increase business results, and track business value of workforce management.
• Coach and mentor operations management in the use of workforce tools and methods.
• Coach and mentor staff analysts; may manage staff as needed.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Eight years of experience in workforce management.
• Written and verbal communication skills to present information to all levels of the organization.
• Analytical and problem-solving skills.
• Organizational skills to handle multiple and complex initiatives.
• Coaching skills.
• PC proficiency with advanced skills in MS Excel.

Preferred Qualifications

• Experience in a team lead or supervisory role.
• Strong communication and interpersonal skills, with the ability to effectively collaborate, influence, and communicate with senior leadership and executive stakeholders.

Working Conditions

Hybrid Environment

Compensation

The Salary for this position generally ranges between $72,000 - $75,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is a hybrid position requiring three days in office per week in one of our hub locations (Cedar Rapids, Denver, Philadelphia). Relocation assistance will not be provided for this position.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com. * As of December 31, 2022

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