Provide high-level support to key operational areas within Transamerica’s life and annuity business to include project work, research, issue resolution, process improvement, system testing, audit support, training, and other business requests.

Responsibilities

  • Participate in or facilitate projects that connect one or more functional areas; assist in research and analysis, project documentation, creation and/or review of procedures, and training to trainers and/or end users as needed.
  • Manage project milestones to ensure team adherence and timely completion of project deliverables.
  • Report and document deficiencies, inconsistencies, and/or improvement opportunities in procedures which affect quality or create potential problem situations. Identify and work with Training and management on resolutions; communicate updates.
  • Perform troubleshooting on service work related to escalated situations, unique situations, etc. Report to Issue Tracker as appropriate.
  • Identify and communicate business requirements to internal partners.
  • Participate in user acceptance testing (UAT) planning and review test cases with internal partners.
  • Partner with other business groups to assist with various requests, audits data/sample pulls and compilation of required files.
  • Help others develop subject matter expertise in operational functions, including outsourced partners.
  • Participate in department initiatives.


Qualifications

  • Associate’s degree in a business field or equivalent experience
  • Three years of relevant financial services and/or operations experience
  • Knowledge of life and/or annuity operations
  • Excellent verbal/written communication skills
  • Analytical, organizational, problem solving, and prioritization skills
  • Strong attention to detail
  • Ability to manage multiple projects, deadlines, and stakeholders
  • Ability to work independently and make decisions in a fast-paced environment
  • Excellent interpersonal and relationship building skills
  • Ability to collaborate with multiple stakeholders to drive consensus and alignment with objectives
  • Proficiency using MS Office and ability to quickly learn various software applications


Preferred Qualifications

  • Knowledge of relevant SOX, state and federal insurance regulations
  • Technical skills in business analysis and/or business technical support


Working Conditions

  • Hybrid Office Environment

The Salary for this position generally ranges between $50,000-$60,000 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 7.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

  • 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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.