Life Underwriting Trainer II

Aegon; United States; Remote; USD 90,000 - 105,000; Full time

Job summary

Aegon in the United States is seeking a Training Specialist for life, annuity, and health underwriting to design, deliver, and administer specialized programs that enhance analysis techniques, risk assessment, modeling, and the tools used to interpret underwriting criteria. You will implement career development and engagement programs to improve the employee experience.

This remote role emphasizes collaboration with underwriting teams, keeps you current on regulatory rules, product offerings,

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

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 training

Communication skills

Documentation

Creative thinking

MS Office

Education

Bachelor's degree in business or finance

Tools

MS Office

Job description

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.

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

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

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.