Remote Life Underwriting Trainer II

Transamerica

Oregon

Hybrid

USD 90,000 - 105,000

Full time

7 days ago
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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

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.

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