Underwriting Trainer III
Offer summary
Qualifications:
Minimum of eight years of underwriting experience in insurance or financial services., Certifications such as FLMI, FALU, or CLU, or progress toward obtaining them., Experience in underwriting training, project, or process management within a corporate environment., Excellent communication, presentation, and technical explanation skills..Key responsibilities:
- Lead and deliver training for underwriters and management.
- Develop and evaluate training programs and materials.
- Stay current on industry regulations, products, and technology, sharing insights through training.
- Assess team needs and participate in or lead cross-functional projects.
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.
- Lead trainingupskilling of consultant level underwriters and above, including management.
- Lead the administration and coordination of training schedules and program materials.
- 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 trainingidentify 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 or lead crossfunctional projectsprograms requiring the high level underwriting expertise.
- Provide guidance to team members as needed.
- Eight years of underwriting experience in the insurancefinancial services industry
- FLMI, FALU, or CLU certification, or significant progress toward obtaining designation
- Skilled in underwriting training or projectprocess 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 writingediting skills
- Creative thinker and collaborator to design engaging learning and development programs
- Proficiency using MS Office
- Bachelor’s degree in business or finance
- Work remote from home
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
BackUp Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our companysponsored, employeedriven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. Thats why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Health and WorkLife Balance Benefits
Required profile
Experience
Other Skills
- Training And Development
- Technical Acumen
- Communication
- Microsoft Office
- Collaboration
- Creativity
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