Underwriting Trainer II

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

Job summary

Transamerica is seeking an experienced Training Designer for underwriting to design, deliver, and administer specialized training across life, health, and annuity underwriting. You will apply curriculum design best practices and develop measurable criteria for various levels of underwriting knowledge.

This role is remote in the United States, with opportunities to collaborate across Underwriting teams and business units.

Qualifications

• Six years of underwriting experience in the insurance/financial services.
• Experience in underwriting training or project/process management.
• Strong written and oral communication and presentation skills.
• Ability to communicate technical information in a learning environment.
• Strong documentation and editing skills.
• Creative thinker and collaborator to design engaging learning and development programs.
• Proficiency using MS Office.

Responsibilities

• Design and deliver underwriting training to staff and stakeholders.
• Develop measurable learning criteria for different levels of underwriting knowledge.
• Stay current on regulatory rules, product offerings, and technology advances; share insights.
• 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

Communication skills

Training delivery

Collaboration

MS Office

Education

Bachelor’s degree in business or finance

FLMI/FALU/CLU certification

Tools

MS Office

Job description

Job Family

Underwriting

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

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.

Job Description

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