Remote Life Underwriting Transformation Leader

Aegon; United States; Remote; USD 87,000 - 105,000; Full time

Benefits offered by this job

Annual bonus 12.5%

Job summary

Aegon is seeking a Lead Analyst to spearhead life underwriting transformation initiatives, driving modernization, automation, and improvements across underwriting operations. The role collaborates with Operations, Technology, Product, Distribution, and vendors to define needs and deliver innovative solutions.

The candidate will guide requirements, solution design, testing, deployment, training, and post-launch support, acting as a subject matter expert in life underwriting and transformation

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience.
• Six years of life or health underwriting experience.
• Three years of underwriting experience within Transamerica or three years of high level experience working on an enhanced underwriting project.
• Understanding of the enhanced underwriting user interface.
• In-depth knowledge of industry products.
• Communication and interpersonal skills to interact with multiple business groups, including Life Underwriting, New Business, Project Management, IT, QA, Training & Development, Sales & Marketing, etc.
• Decision-making and problem-solving skills.
• Time-management skills to work on multiple priorities simultaneously.
• Willingness to continue education to stay current in the insurance sector.
• Proficiency in MS Office.

Responsibilities

• Lead life underwriting transformation initiatives that support modernization, automation, and operational excellence.
• Partner with technical teams to ensure solutions align with life underwriting objectives and operational needs.
• Facilitate project planning, requirements gathering, solution design, testing, deployment, and stabilization activities.
• Serve as the life underwriting representative on cross-functional initiatives involving Operations, Distribution, Technology, Product, and vendors.
• Develop and deliver training, knowledge transfer, and communication plans to stakeholders.
• Coordinate business readiness activities and implementation support.
• Support release planning, production validation, and post-implementation monitoring.
• Drive issue resolution and escalation management to ensure successful outcomes.
• Evaluate new data sources, rules, and underwriting tools to improve decision-making.
• Assist in managing project timelines, priorities, and stakeholder communication.
• Serves as a primary liaison between New Business, Life Underwriting, Training & Development, Project Management, Technology, QA, Sales & Marketing, vendors, etc.
• Coaches and mentors team members while providing project leadership without direct people management responsibility.
• Keep abreast of relevant events in the insurance sector.

Skills

Underwriting experience

Life/health underwriting

Communication skills

Decision making

Time management

MS Office

Project leadership

Stakeholder management

Continuous education

Industry knowledge

Education

Bachelor’s degree in a business-related field

Tools

Life underwriting workbench

Rules engines

Automated decisioning

Job description

Aegon is seeking a Lead Analyst to spearhead life underwriting transformation initiatives, driving modernization, automation, and improvements across underwriting operations. The role collaborates with Operations, Technology, Product, Distribution, and vendors to define needs and deliver innovative solutions.

The candidate will guide requirements, solution design, testing, deployment, training, and post-launch support, acting as a subject matter expert in life underwriting and transformation