Policy Illustration Specialist (Denver)

Transamerica; Denver (CO); Hybrid; USD 27,000 - 39,000; Full time

Benefits offered by this job

Hybrid work environment

In-office 3 days a week

Job summary

Transamerica is seeking a Policy Illustration Specialist in Denver, CO to manage illustration requests for policy issuance. You will input data, generate and upload illustrations, and track progress while collaborating on process improvements.

The role requires data-entry accuracy, strong organizational skills, and effective communication with multiple teams. A Life/Health license may be required within six months per state. This is a hybrid office role with three days in the office.

Qualifications

• High school education or GED equivalent.
• Excellent data entry skills and attention to detail.
• Strong organizational and multitasking abilities.
• Good communication and problem-solving skills.
• Preferred: experience in insurance or financial services.
• Life and Health license within six months as required by state.

Responsibilities

• Manage auto-generated requests to prepare illustrations for policy issuance.
• Input data within the system to generate and upload the appropriate illustrations.
• Receive, catalog, and track the progress of illustration requests.
• Identify system related issues and provide possible solutions; elevate to leadership as necessary.
• Ensure sales and distribution teams are kept current on the status of requests.
• Collaborate on special projects, workflow optimization, and improvement efforts.

Skills

Data entry

MS Office

Attention to detail

Organizational skills

Communication

Problem solving

Education

High school diploma or GED

Job description

**Job Description Summary**The Policy Illustration Specialist is responsible for processing illustration requests to ensure seamless policy issuance.**Job Description**Responsibilities • Manage auto-generated requests to prepare illustrations for policy issuance.• Input data within the system to generate and upload the appropriate illustrations.• Receive, catalog, and track the progress of illustration requests.• Identify system related issues and provide possible solutions; elevate to leadership as necessary.• Ensure sales and distribution teams are kept current on the status of requests.• Collaborate on special projects, workflow optimization, and improvement efforts. Qualifications • High School education or GED equivalent• General office or data entry experience• Excellent data entry skills and attention to detail• Excellent organizational skills to manage multiple tasks and prioritize workload• Good communication skills to collaborate with various teams• Good problem solving skills to resolve issues• Proficient using MS Office Preferred Qualifications • Experience in the insurance or financial services industry• Familiarity with policy illustration systems and processesLife and Health insurance license(s), as required by state(s), or obtain within six months of job entry date Working Conditions • Hybrid office environment (3 days in office) ***\\*\\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\\*\\****The Salary for this position is $24.04 per hour. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for a 6% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. *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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.*