Policy Illustration Specialist — Hybrid Role with Bonus

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

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.