Life Underwriting Trainer II

Transamerica; Oregon; Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Job summary

Transamerica is seeking a design-focused trainer for life, annuity and health underwriting. You will design, deliver, and administer specialized training, covering analysis techniques, risk assessment, modeling, and tools used to interpret underwriting criteria.

You will implement career development and engagement programs to improve the employee experience, stay current on regulatory rules and product offerings, and collaborate with Underwriting on cross-functional initiatives.

Qualifications

• Six years of underwriting experience in the insurance/financial services industry.
• Experience in underwriting training or project/process management.
• Outstanding written and oral communication and presentation skills.
• Ability to communicate technical information in a learning environment.
• Strong documentation and writing/editing skills.
• Creative thinker and collaborator to design engaging learning and development programs.
• Proficiency using MS Office.

Responsibilities

• Apply best practices in curriculum design and delivery to department staff and stakeholders in alignment with industry and company requirements.
• Develop clear and measurable learning criteria for different levels of underwriting knowledge and technical expertise.
• Keep current on regulatory rules, product offerings, and technology advances. Share insights through group and individual training.
• Evaluate the effectiveness of training/identify gaps and collaborate with management on ways to enhance the learning experience.
• Assess team needs to identify and create opportunities for career development and employee engagement.
• Participate in cross-functional projects/programs requiring collaboration with Underwriting.

Skills

Underwriting experience

Training design

Communication skills

Technical writing

Documentation

Creativity & collaboration

MS Office

Education

Bachelor's degree in business or finance

FLMI/FALU/CLU certification

Tools

MS Office

Job description

Job Family Underwriting

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.

• For more information, visit transamerica.com.

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

Design, deliver, and administer specialized training in life, annuity, and health underwriting covering analysis techniques, risk assessment, modeling, and tools and technology used to interpret and apply criteria for accurate risk assessments. Implement career development and engagement programs to improve the employee experience.

Job Description Responsibilities

• Apply best practices in curriculum design and delivery to department staff and stakeholders in alignment with industry and company requirements.
• Develop clear and measurable learning criteria for different levels of underwriting knowledge and technical expertise.
• Keep current on regulatory rules, product offerings, and technology advances. Share insights through group and individual training.
• Evaluate the effectiveness of training/identify gaps and collaborate with management on ways to enhance the learning experience.
• Assess team needs to identify and create opportunities for career development and employee engagement.
• Participate in cross-functional projects/programs requiring collaboration with Underwriting.

Qualifications

• Six years of underwriting experience in the insurance/financial services industry
• Skilled in underwriting training or project/process management in a corporate environment
• Outstanding written and oral communication and presentation skills
• Ability to communicate technical information in a learning environment
• Strong documentation and writing/editing skills
• Creative thinker and collaborator to design engaging learning and development programs
• Proficiency using MS Office

Preferred Qualifications

• Bachelor's degree in business or finance
• FLMI, FALU, or CLU certification

Working Conditions

• Remote Environment

Salary

The Salary for this position generally ranges between $90,000-105,000 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 of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

Disclaimer

• We will never request personal information such as ID or payment for equipment upfront.
• Official offers are sent via DocuSign following a verbal offer - not through text or email.

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.

Compensation Benefits

• 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