Transamerica

General Counsel

• Provide legal advice and support in the development, filing, offering, and administration of life insurance products and services for our Individual Life Insurance division.
• Prepare, review, and negotiate legal contracts, documents, and agreements, including marketing, distribution, administration, TPA, and/or vendor agreements for the review of senior team members.
• Research, counsel, and draft recommendations pertaining to agent appointments and licensing, illustrations, foreign nationals, international business, structured settlements, debt, and estate issues.
• Advise on legal risks and potential impacts of business decisions, as well as escalated claims and consumer complaints.
• Monitor, review and interpret relevant changes in laws, rules and regulations, particularly those related to insurance regulations.
• Support Transamerica’s group life insurance, supplemental life insurance products, and supplemental health insurance products and services for our Group Employee Benefits division.
• Draft regulatory responses, disclosures, and other correspondence that may include market conduct issues from state and federal regulators for the review of senior team members.
• Collaborate with internal compliance teams to develop and implement policies and procedures to mitigate legal risks.
• Work on legal issues where analysis requires identification and evaluation of multiple factors.

Senior Counsel – Insurance Regulatory Counsel, Life Insurance

Business Intelligence Analyst

• Responsible for the development and support of the Business Intelligence Analytics products and platforms including but not limited to data warehouse, data visualizations and interactive reports.
• Responsible for applying Business Intelligence and Analytics subject matter expertise to provide the business support departments with the tools and data representations which allow increasing organizational profit and meeting strategic goals.
• Continuously develops and maintains an understanding of Business Intelligence technology and architecture, including data warehousing, dimensional modeling, OLAP functionality, reporting tools, and other methods of information delivery.
• Develop & maintains expertise with MSBI tools including: Excel/PowerPivot, SSRS, PerformancePoint, SSIS, & SSAS/BISM.
• Develop database and/or data presentation solutions to deliver information to end-users accurately and efficiently.
• Extracts, transforms, & loads data using data management tools and T-SQL.
• Analyze, understand, and document user needs to ensure accurate fulfillment of user story requests from internal business customers.
• Contribute to, and possibly lead, project teams that are developing or modifying highly complex information solutions.
• Administers & maintains the BI Portal, data warehouse, and existing BI solutions.
• Continuously develops expertise in the data and data models within the data warehouse, as well as an understanding of supported business domains.
• May conduct user interviews and training sessions.
• May mentor teammates on BI tools and methods.
• Conducts and may facilitate internal testing and user acceptance testing.

Intermediate Business Intelligence Reporting Analyst

Director

• Manage design team resources guiding direction and execution to ensure project objectives are met.
• Concept, design and complete materials for execution in video, digital, and print formats to support campaign and marketing needs.
• Collaborate with key stakeholders on Marketing strategy to ensure alignment with Marketing channel objectives.
• Make decisions regarding department resources, budget allocation, outsourcing services, and freelance needs.
• Work with Art Directors, graphic designers and content team on creative development to understand requirements and goals to be communicated.
• Maintain a deep understanding of company products and branding, ensuring adherence to brand standards.
• Identify new tools, technologies, templates or processes to improve efficiency and creative output.
• Create a culture of continual learning and engagement.

Director, Creative Services

Full-stack Engineer

• Lead analysis and complex architectural design across platforms toward the development of end-to-end solutions; translate architectural guidance into detailed technical design.
• Lead committees or projects to help define organization-wide standards, processes, and guidelines.
• Work collaboratively with other development staff, including contract and offshore Software Engineers, and business product owners in an agile environment.
• Code, test, identify, implement, and document solutions to business challenges utilizing web and cloud technologies.
• Perform design and analysis for deliverables.
• Lead large team design sessions.
• Serve as a subject matter expert for a wide range of areas, applications, and technologies; Recommend solutions which take into consideration costs, business needs, and system impacts.
• Utilize third-party software development frameworks, open-source libraries, and APIs to rapidly develop basic application solutions.
• Lead web development staff, including contract and off-shore developers; may have supervisory responsibility over employees.
• Learn and keep pace with the latest advances in the field and rapidly grasp new technologies to support the environment and contribute to project deliverables.
• Prepare presentations and lead development meetings.

Software Engineer – Specialist

Salesforce Administrator

• Personalize and build apps with configurable components to increase productivity and effectiveness for internal/external business units.
• Collaborate with business partners, leadership and end users to increase responsiveness to business and customers, and continually update Salesforce applications.
• Utilize knowledge of the Salesforce application functionalities to document business & functional requirements, including use cases and user stories.
• Perform administrative functions including, field creation, reports and dashboards, processes and flows, and other configuration/declarative tasks.
• Create test plans for new application builds and updates.
• Understand and begin assessing the impact new requirements have on upstream and downstream applications, systems and processes.
• Support end users with issues relating to Salesforce.

Intermediate Salesforce Administrator

Analyst

• Develop and lead the implementation of technology resiliency strategies and plans to ensure continuity of critical systems and operations.
• Develop and maintain technology resiliency policies, standards, and procedures, and ensure they are regularly reviewed and updated.
• Lead and coordinate technology resiliency testing and exercises and ensure that lessons learned are incorporated into plans and strategies.
• Collaborate with other teams within GTS and the broader IT organization, including security, network, and application teams, to ensure that technology resiliency is integrated into all aspects of our technology environment.
• Conduct risk assessments and business impact analyses to identify and prioritize potential disruptions and their impact on the business.
• Monitor and analyze technology resilience metrics and KPIs to identify areas for improvement and ensure continuous improvement.
• Work with engineering and architecture teams to validate that designs are sufficient to meet business Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO) requirements.
• Stay up to date with emerging trends (e.g., Zero Trust Architecture, cloud-native resiliency, cyber resiliency, and ransomware mitigation, etc.) and best practices related to technology resiliency, and provide thought leadership on new approaches and technologies.
• Provide technical guidance on designing resiliency standards for on-prem and cloud-based applications.

Senior Technology Resiliency Analyst

QA Engineer

• Design, update, and maintain onboarding, refresher, and remediation training programs for licensed financial advisors.
• Deliver live and virtual training sessions, workshops, and structured coaching engagements.
• Develop and maintain training materials, including facilitator guides, presentations, job aids, call examples, scenarios, role play exercises, and microlearning content.
• Translate quality findings, detect trends, and regulatory updates into practical, compliance-aligned learning solutions.
• Partner with Compliance, Legal, and business teams to ensure training content reflects current Financial Industry Regulatory Authority (FINRA) rules and firm policy.
• Independently conduct call monitoring and interaction reviews for licensed advisors using established quality standards.
• Analyze performance trends related to suitability, disclosures, tone, and client communication.
• Provide consultative coaching and feedback to improve advisor performance and reduce regulatory risk.
• Maintain documentation supporting supervisory oversight, internal audits, and regulatory examinations.
• Identify and escalate systemic quality or compliance risks with evidence-based recommendations.

Senior Advisor, Training & Quality Assurance Consultant – Advice Center

Customer Support

• Monitor and distribute emails and faxes; log in record systems.
• Prepare incoming paperwork for review or processing; open, distribute, log or scan physical mail.
• Monitor queues for paperwork to be processed or distributed; assigns to appropriate work queues (e.g. to sales assistant for review, advisor for electronic signature, LOAs, advisory/annuity paperwork).
• Submit distributions for processing and assign to sales assistants for follow-up.
• Research phone numbers for advisors and agents as needed

Client Support Specialist

Account Manager

• Provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients.
• Perform research, resolve issues, and communicate solutions/alternatives that best serve the customer.
• Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention.
• Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution.
• Gather data from multiple systems to interpret, troubleshoot and resolve issues.
• Handle more complex service issues, general administrative processes and/or key partnerships.
• Follow-up with business groups and service vendors to ensure service levels are met.
• Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues.
• Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans.
• Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
• Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals.
• Make suggestions to use the system to its’ fullest advantage.
• Participate as needed in cross-functional initiatives as a department subject matter expert.
• Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues.
• Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed.
• Keep current on products and systems to educate agents and clients.

Account Manager – Employee Benefits

Onboarding Specialist

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans
• Provide customized service and communications throughout the installation process
• Manage relationships with plan sponsors, financial advisors, third party administrators
• Analyze deliverable dates and timetables to create detailed project plans
• Evaluate timelines for liquidation of investments and receipt of plan data
• Determine education options and delivery methods for plan sponsors and participants
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits
• Ensure plan setup consultants prepare documents related to plans and contracts
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions

Intermediate Client Onboarding Manager – Mid-Market Retirement MEPs/PEPs

Actuary

• Leads and performs actuarial valuation and financial reporting for annuity products, including variable annuities and registered index-linked annuities (RILA).
• Responsible for statutory valuation, capital and reserve analysis, and delivering accurate, timely financial results.
• Partners with cross-functional teams to analyze model outputs, explain drivers of results, and ensure the integrity of actuarial reporting.
• May provide guidance to team members and contribute to ongoing improvements in actuarial modeling and reporting processes.
• Perform statutory valuation and reporting, including reserve calculations and capital analysis for annuity products (VA, RILA)
• Produce and review monthly, quarterly, and annual financial results, ensuring accuracy and timeliness
• Analyze and explain drivers of change in results (e.g., quarter-over-quarter variance, model updates, assumption changes)
• Execute and interpret results from actuarial models, ensuring outputs are reasonable and validated prior to distribution
• Support cash flow testing and contribute to broader financial reporting (including potential GAAP exposure)
• Collaborate with internal/external stakeholders to present results and communicate key insights to management and auditors/regulators.
• Identify opportunities to enhance modeling processes, controls, and reporting efficiency
• Provides reports and analyses to management on sales, persistency and mortality or morbidity experience for various product lines, reserve adequacy, risk management information, or various other similar items.
• Manages studies that underlie actuarial assumptions and provides assumptions and data to others.
• May support creation of systems specifications, contracts, commission structures, and other actuarial aspects of product development.
• Monitors and analyzes developments in actuarial techniques, laws and regulations applicable to company operations, and competitive developments in the marketplace.
• May represent the company on industry and professional committees and/or with regulators.
• May supervise a small team of employees.

Associate Actuary – Annuity Valuation

• Design, develop, and maintain automated test solutions aligned with established quality standards and best practices.
• Execute functional, regression, API, and integration testing for complex applications and microservices.
• Contribute to test strategy and test plan development for assigned products or platforms.
• Develop and maintain automated tests integrated into CI/CD pipelines.
• Participate in code reviews and design discussions to ensure testability and quality.
• Identify, document, and track defects, performing root-cause analysis as needed.
• Collaborate with DevOps and platform teams to ensure reliable test execution in cloud and containerized environments.
• Support performance, reliability, and security testing efforts.
• Communicate test results, risks, and quality insights to technical stakeholders.
• Continuously improve test coverage, automation reliability, and developer feedback loops.

Intermediate Quality Engineer

Software Engineer

• Develops specifications for new and existing systems to determine program steps and sequencing.
• Designs, codes, tests, and documents components for applications or other technical solutions.
• Coordinates with co-workers, clients, operations and technical support on systems projects.
• Works independently and sets direction on small to medium size projects.
• Involved in solving problems with systems and programs.
• Interfaces and initiates discussions with clients to determine requirements, resolve problems and perform testing.
• Supports other analysts by performing functions, such as coding, testing, job processing, documentation, and scheduling.
• Plans specific activities within a complex IT project.
• Demonstrates a limited knowledge of systems and the overall business.

Appian Application Developer

• Lead the strategy, financial performance, and long-term direction of Transamerica’s Employee Benefits product portfolio.
• Define and own the product vision and multi-year strategy for the Employee Benefits portfolio, aligned to enterprise financial and growth objectives.
• Establish and maintain a strategic product roadmap that balances customer needs, market trends, regulatory requirements, and business priorities.
• Lead competitive and market intelligence efforts to identify trends, risks, and differentiation opportunities, in collaboration with Distribution leadership.
• Partner with Product Actuarial and Finance to monitor product profitability, pricing, risk, and capital impacts; drive corrective actions when performance deviates from expectations.
• Develop and maintain a quarterly product scorecard measuring performance against financial, growth, risk, and customer metrics.
• Drive execution of strategic initiatives through collaboration with the Enterprise PMO, Technology, and Operations.
• Serve as a senior advisor and primary stakeholder interface, communicating strategy, performance, risks, and actions to executive leadership and enterprise partners.
• Lead, mentor, and develop a cross-functional team including product managers, actuaries, analysts, and compliance resources.
• Build and sustain a high-performing organization through talent development, succession planning, and a culture of accountability and continuous improvement.

Senior Director, Employee Benefits Product Strategy

DevOps Engineer

• Assists in implementation of Security Standards, based on organization's Security policy and IT organization, with guidance from a senior members and senior Security stakeholders
• Advises on implementation of basic security standards and controls for Cloud solutions
• Assists with implementation of standardized solutions to facilitate the secure access for one product or Application in the Cloud environment
• SIEM and Audit Logging (CloudTrail & Config)
• Management of Security Groups and ACLs, Perimeter security with WAF and Shield DDoS
• Data-in-Transit / Certificate Management, Data-at-Rest / Key/Secret Management
• Assists with design and building of highly available, cost efficient, fault tolerant, and scalable distributed systems
• Familiar with AWS design principles and Security best practices and industry standards for security
• Assists with implementation Cloud Architecture solutions, based on defined security standards for the Enterprise - from an Application and Infrastructure perspective
• Assists with regular testing and scanning of Cloud products and application customers to provide compliance with overall security standards
• Assists with delivery of Cloud security patterns and implementations based on customer requirements
• Educates Cloud COE team and other Application teams across the Enterprise to design and implement secure coding and continuous security practices within their applications