Transamerica

Customer Support

• Follow-up with clients on outstanding new account paperwork within set timeframe.
• Assist clients with paperwork completion.
• Answer incoming client calls and respond to request for forms, general inquiries, and status requests.
• Make outgoing calls following up on outstanding paperwork and requirements
• Monitor client accounts for actions required and handle each situation as needed
• Research and resolve issues by utilizing all available resources
• Clearly and thoroughly document all client interactions
• Identify and assess customers’ needs to achieve satisfaction
• Provide accurate, valid and complete information by using the right methods/tools
• Follow communication and processing procedures, guidelines and policies
• Assist an assigned group of advisors or agents with onboarding clients
• Learn annuity new business including products, paperwork, and process for setting up annuity accounts
• Identify and refer more complex issues to higher level staff
• May provide guidance and/or training on certain tasks.

Senior Client Support Specialist

Actuary

• Perform actuarial research, experience studies, statistical analyses, calculations, modeling and audits.
• Analyze data to support decisions that allow the company to properly manage its risk.
• Extract and analyze premium and loss data, using computer and statistical programs, evaluating results for reasonability and communicating observations to various teams to help achieve bottom-line goals.
• Develop and enhance products, presenting analysis, forecasting, and assessing industry trends.
• Work well as an individual while serving as a key member of the team, as a wide range of important decisions are based on actuarial projections and professional opinions.
• As an actuarial student, grow and develop through the company rotational program while progressing through SOA exams working toward Fellowship of the Society of Actuaries (FSA) designation.

Actuarial Analyst, Level 6

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.

Intermediate Account Manager

Ecommerce

• Lead the development of the digital strategy and roadmap of digital properties across Life Insurance, Annuities & Employee Benefits to meet the needs of the businesses.
• Work with senior leadership to influence and optimize the initiative portfolio to achieve business goals, including partnering on the creation of relevant business cases
• Lead customer communications across the Transamerica businesses, driving improvements to customer experience and expense savings through driving digitization and adoption of eDelivery and paperless correspondence.
• Work with marketing leadership to translate the business strategy of the organization to create innovative digital experiences that drive target outcomes.
• Responsible for continued education/advocacy of digital experience goals, strategy, and initiatives to senior leadership
• Partner cross-functionally and across the CX & Marketing Center of Excellence, including UX, CX Insights, Marketing, and Savings & Investments digital experience to ensure continued coordination and collaboration across related initiatives.
• Strategize with functional areas such as technology, legal and compliance, data & analytics, and business operations to establish best practices for designing positive end-to-end experience at all user touch points.
• Strategically align with relevant technical teams in ongoing development and testing work across various properties.
• Lead large scale projects and cross-divisional collaborations.
• Manage, coach and mentor staff; provide career development and training opportunities.
• Approve and manage budgeting, resource planning and prioritization.

Senior Director, Digital Experience

Product Manager

• Drives long-term strategy by researching and designing retirement products from inception to launch.
• Manages existing product portfolios to ensure profitable sales.
• Analyze market trends and competitive landscape to discern product opportunities and translate market conditions into valid value positions.
• Assist lower level staff as needed.
• Research potential market opportunities; build the business case for product innovations by gathering distribution and consumer feedback, reviewing industry sales trends, and understanding demographic shifts/consumer preferences.
• Guide lower level staff as needed.
• Define product features, competitiveness, profitability, sales goals and launch date.
• Drive collaboration across all functional areas as needed.
• Conduct feasibility studies, research and development (R&D), and participate in labs to evaluate ideas.
• Drive collaboration with sales and margin analytics team and other business groups to conduct hypothesis testing and opportunity sizing; develop capabilities based assessments (CBA) and execution approach.
• Partner with distributors, Marketing, Finance, IT and other key stakeholders to recommend product features, competitiveness, profitability, sales goals and launch dates.
• Negotiate needs and bring consensus/closure to issues, and facilitate decisions on new business portfolio issues.
• Ensure customer centric product ideas are efficiently sourced and prioritized.
• Work with margin analytics, marketing, sales and operations teams to build a strong pipeline for future product enhancements.
• Develop and deliver presentations to communicate research outcomes; provide R&D results to senior management and peers to highlight strategic recommendations for new products and enhancements.

Senior Product Manager – Retirement

Administration

• Lead implementation of new funds, classes, conversions, closures, reorganizations, mergers, and product strategy changes for registered funds, ETFs, collective investment trusts (CITs), and separately managed accounts (SMAs).
• Coordinate registration statement inputs, operational setup, and ETF primary market readiness.
• Develop and deliver board and committee materials, including valuation, expense, tax, financial reporting, 15(c) and service provider metrics.
• Oversee preparation, review, and filing of regulatory forms and reports, including N-1A, N-CSR, N-PORT, N-CEN, and shareholder reports.
• Support treasury operations, including expense accruals, fee waivers, interfund lending, line of credit monitoring, valuation escalations, and cash management.
• Review and approve NAV oversight exceptions, pricing challenges, fair valuation memos, and error corrections.
• Monitor service provider performance against service-level agreements and key performance indicators; escalate issues and drive remediation.
• Maintain a strong control environment through documented procedures, checklists, and evidence of review; partner with Compliance for monitoring and testing.
• Lead vendor oversight activities, including SOC report reviews, issue tracking, and performance scorecards.
• Manage incident response for operational events, including root cause analysis, remediation, and board/regulatory notifications.

Senior Manager, Fund Administration

Manager

• Manage day‑to‑day activities of liquidity, spread investment, and asset warehouse strategies.
• Optimize cost of funds while maintaining appropriate liquidity buffers and targeted asset and liability management (ALM) profile.
• Oversee collateral usage and related facility capacity to ensure seamless capital efficient execution of strategies.
• Monitor funding market developments and assess impacts on liquidity, capital structure, and execution strategy.
• Assist in design and implementation of new structures and facilities, ensuring operational readiness and platform scalability.
• Maintain relationships with investment banks, institutional investors, and rating agencies.
• Partner with internal and external stakeholders to support strategic initiatives enhance investment outcomes and long-term value creation.

Portfolio Manager, Funding Strategies

Financial Planning and Analysis

• Review and analyze current policies and procedures; identify, recommend and implement new and/or enhanced practices.
• Contribute to the development of new and/or enhanced compliance programs and enterprise-wide initiatives.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization.
• Provide guidance and/or develop summaries related to regulatory requirements; identify possible courses of action for various departments.
• Analyze processes, services and products; provide ongoing guidance to ensure compliance with regulatory and statutory requirements.
• Compile information for completion of reporting, including reports for management and state/federal regulators.
• With minimal supervision perform analysis, identify trends and follow up on opportunities for enhancement.
• Manage, oversee and analyze reports from third-parties (e.g., sub advisors, audit firms).
• Provide guidance and support to business partners (e.g. Sales and Marketing) in creation of mandated product training.
• Update and maintaining complete and accurate policies, procedures, compliance logs or files.
• Assist team members with research and assigned tasks; provide training to supported teams.
• May assist management with highly complex projects and coaching/development of staff.

Lead Compliance Analyst

• Review and analyze current policies and procedures; identify, recommend and implement new and/or enhanced practices.
• Contribute to the development of new and/or enhanced compliance programs and enterprise-wide initiatives.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization.
• Provide guidance and/or develop summaries related to regulatory requirements; identify possible courses of action for various departments.
• Analyze processes, services and products; provide ongoing guidance to ensure compliance with regulatory and statutory requirements.
• Compile information for completion of reporting, including reports for management and state/federal regulators.
• With minimal supervision perform analysis, identify trends and follow up on opportunities for enhancement.
• Manage, oversee and analyze reports from third-parties (e.g., sub advisors, audit firms).
• Provide guidance and support to business partners (e.g. Sales and Marketing) in creation of mandated product training.
• Update and maintaining complete and accurate policies, procedures, compliance logs or files.
• Assist team members with research and assigned tasks; provide training to supported teams.

Intermediate Compliance Analyst

Procurement

• Identify and engage with the best suppliers to negotiate optimal contracts that balance speed to market, access to needed capabilities, organizational risk tolerance, cost containment, supplier-driven innovation, etc.
• Act as a trusted advisor to business stakeholders to deliver value through a comprehensive and ethical sourcing approach that support business priorities and improves long term partnerships with stakeholders and suppliers.
• Serve as the primary procurement point of contact for assigned business stakeholders and categories, translating business goals and risk appetite into contracting strategies and decision frameworks
• Provide guidance to fellow team members on negotiation tactics, contracting best practices and category trends.
• Provide valued insight of the external marketplace dynamics, trends, spend analysis, and benchmarks to inform decision- makers and create category strategies for acquisition of performance and outcome-based contracts.
• Optimize category value through strategies such as supplier stratification, supply base rationalization, supply chain business continuity, category or strategy roadmap/supplier alignment, supplier-driven innovation/value creation, directed buys, and competitive bidding.
• Lead and coordinate procurement of assigned categories managing the entire lifecycle from strategy through execution, including RFx solicitation, bid evaluation, and supplier negotiations.
• Communicate professionally with internal stakeholders and external suppliers at all levels from operational through executive as the "face of procurement."
• Maintain current knowledge of the supplier marketplace, emerging technologies, diverse suppliers, regulatory changes, pricing trends, and other relevant market dynamics.
• Assure year-over-year supplier productivity improvements via contractual process improvement, automation, and innovation investments.
• Deploy successful engagement model with suppliers, partnering with VMO, Legal, and business stakeholders
• Negotiate contracts, and contract change orders.
• Assure continuous improvement of category process, strategies, data sources, tools, and metrics.

Category Manager, Strategic Procurement – Corporate Services

• Manage the selection, diligence, onboarding, and ongoing oversight of third-party asset managers
• Assist with due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations
• Support the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction
• Monitor mandates, managers, deployment, guidelines, compliance, risk, and performance for the Private Credit portfolio
• Maintain market intelligence on Private Credit asset classes, trends, and relative value
• Lead reporting and portfolio management tools, evaluate and onboard new technologies
• Partner with internal and external stakeholders to lead strategic initiatives focused on delivering superior investment results and maximizing value creation

Portfolio Manager, Private Credit

Underwriter

• Responsible for ensuring the effective risk selection of cases reviewed
• This position requires frequent interaction with Underwriting, New Business and distribution groups
• Approval authority up to ($5,000,000-$7,500,000) through all tables and all ages
• Can evaluate up to $10,000,000
• Proven competency at all job tasks and expectations of Underwriter, Intermediate Underwriter, Senior Underwriter, Underwriting Consultant and Senior Underwriting Consultant
• Mentor and provide consultative services to subordinates
• Has a broader perception of how the dynamics in the business, the market and the environment impacts the team
• Is viewed as a change agent by other Underwriters in the department
• Competent presenter in front of agent groups and Underwriting groups alike
• Demonstrated competency in speaking up and challenging others in a professional manner
• Continually looks for ways to improve upon processes
• Thinks Lean and uses Lean techniques

Senior Underwriting Consultant

Onboarding Specialist

• Manage a team of Data Consultants within an assigned region or market segment to ensure timely and quality service to clients.
• Set team goals and provide clear direction and guidance to ensure timely and quality results.
• Oversee day-to-day plan, data, and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition.
• Interview, hire, and train staff.
• Conduct team meetings and provide ongoing performance feedback.
• Keep abreast of technical developments in the retirement field; communicate implications to clients and internal stakeholders.
• Review and authorize daily financial transactions.
• Cultivate and maintain relationships with the sales team, client management, and external partners; ensure team aligns with internal and external resources to meet project deliverables.
• Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
• Search for ways to improve effectiveness, efficiency, and “value added” for internal and external customers.
• Assist in the evaluation of new business opportunities.
• Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings.

Manager, Client Onboarding – Retirement Data Consultants

Analyst

• Researches and applies new and existing state laws and regulations
• Drafts policy forms, riders and endorsements
• Develops form variations required by specific states
• Files products with the states for approval (SERFF or paper filings)
• Prepares filing letters, certifications, filing forms, fees and filing packages for multiple product types and life companies
• Negotiates verbally and in writing with regulators to expedite product approvals or resolve disapprovals
• Reviews advertising/marketing material filings for accuracy and compliance
• Approves written internal product approval announcement memos
• Makes timely and logical decisions and recommendations in complex and unusual situations in the absence of specific direction
• Performs independently and maintains high levels of production and quality; ensures all deadlines are met
• Interprets and modifies older policies that employ obsolete language
• Negotiates customized policy language with marketing, actuarial, legal and the policy form compliance officer
• Works well in a team, with actuaries, product attorneys, account executives, marketing specialists
• Trains and mentors, the development of new employees

Senior State Filing Analyst

• Performs accounting, financial reporting and analysis functions.
• Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.
• Extracts financial data from various accounting and information systems to perform appropriate analyses.
• Analytical focus will be on derivative and alternative assets.
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
• Partnering with risk and asset managers to address analysis and performance needs.
• Determines appropriate methodology to prepare information for use by others.
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Supports client reporting needs including client performance and compensation.
• Performs client analysis and trend reporting.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Participates on project teams or leads project teams.
• Candidate will support GAAP reporting enablement for current and new investment types.
• May participate in due diligence activities.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Responsible for adherence to the company's framework of internal controls.