Licensing Specialist

Transamerica Corporation; Denver (CO); Hybrid; USD 21,000 - 26,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

401k Match

Paid Time Off

Job summary

Transamerica Corporation is seeking a detail-driven Operations - General professional to manage contracting, licensing, and agent appointments for the L&P Division. You will review contracts, file paperwork, and ensure accurate licensing across states.

The role offers hybrid work with three in-office days per week and locations in Denver, Cedar Rapids, or Philadelphia, with competitive pay and comprehensive benefits.

Qualifications

• Up to 1 year of work experience.
• Mainframe experience and basic Word/Excel skills.
• Strong verbal and written communication skills; knowledge of state contracts and licensing rules.

Responsibilities

• Review and audit agent contract files and required forms.
• Prepare state-specific licensing/appointment paperwork.
• Add agents to the database and maintain records.
• Process licensing paperwork to states timely and accurately.

Skills

Mainframe

Word

Excel

Customer service

Communication

Analytical

Problem solving

Education

Associates degree

Job description

Job Family Operations - General

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 contracting. licensing, and appointing agents to the company so they can solicit business for the L&P Division.

Job Description Responsibilities

Review and audit the agent contract file for required forms and documents. Prepare the state specific licensing/appointment paperwork. Add the agents to the database. Maintain records, handle inquires and conducts research as needed for the agent files. Process licensing paperwork to the appropriate states in a timely and accurate manner.

Qualifications

Up to 1 year work experience. Mainframe experience. Basic Word and Excel skills.

Preferred Qualifications

Associates degree preferred. Strong verbal and written communication skills. Strong knowledge of State Contract and Licensing Rules. Customer service skills. Strong problem solving and analytical skills. Ability to accurately process a high volume of work efficiently.

Working Conditions

This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Philadelphia, or Denver). Relocation assistance will not be provided for this position.

Compensation

The hourly rate for this position generally ranges between $15.50 -$19.00 hourly. 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 of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

What We Offer

• 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.

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.

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.

Aegon is 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 For more information about Transamerica’s privacy practices, click here.