Qureos Mentor

Transamerica

<div></div><div><div><b>Job Family</b></div>
Actuarial<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
Transamerica Life seeks a self driven actuary with a strong interest in leading GAAP implementation and ongoing GAAP governance efforts for Traditional Life (Trad) products. This highly visible role partners closely with teams such as model development, accounting, and finance to interpret evolving accounting requirements, ensure accurate and efficient execution of GAAP changes, and support the development of robust financial reporting processes. The successful candidate will work with a high degree of independence, guiding analytical workstreams, evaluating Trad specific assumptions and methodologies, and delivering insights that influence financial results and business decisions. The ideal candidate will demonstrate strong communication skills with both actuarial and non technical senior leadership, collaborate effectively across functions, and recommend practical, well supported actions when navigating complex GAAP or modeling considerations.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities:</b></div><ul><li>
Lead implementation of GAAP valuation reporting for the Trad blocks of business</li><li>
Prepare reports and tools used to analyze quarterly GAAP financial results</li><li>
Perform technical reviews of model changes, validating assumptions, methodologies, and coding for accuracy and compliance.</li><li>
Exercise significant judgment in setting priorities and determining necessary tasks.</li><li>
Document and communicate testing results, technical findings, and recommendations to stakeholders.</li></ul><div>
For this highly sought position the successful candidate will require rare, job-specific, skillsets:</div><ul><li>
Ability to work autonomously within defined timelines.</li><li>
Experience with life insurance products.</li><li>
Proficient modeler (AXIS proficiency strongly preferred).</li><li>
Effective oral and written communication skills (specific prior examples may be requested).</li><li>
Demonstrated history of analyzing and interpreting large data sets (specific prior examples may be requested).</li><li>
Exemplifies the highest professional integrity and standards.</li></ul><div><b><br>
Qualifications</b></div><ul><li>
Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field and 5 years of relevant experience. In lieu of Bachelor's, will accept Master's in a listed discipline and 4 years of relevant experience.</li><li>
FSA or equivalent professional designation. In lieu of FSA will accept ASA or equivalent professional designation and 8 years of relevant experience.</li><li>
Demonstrates high quality leadership, judgment, organization and prioritization skills.</li><li>
Effectively communicates, both verbally and in writing, advanced mathematical and analytical concepts to various audiences.</li><li>
Works well under pressure and within time constraints to effectively accomplish individual and team objectives.</li></ul><div><b><br>
Preferred Qualifications</b></div><ul><li>
GGY AXIS and Power BI experience.</li><li>
SQL, VBA, Python, and/or Alteryx programming.</li><li>
Strong communication skills, both verbal and written.</li><li>
Prior experience with GAAP LDTI reporting.</li></ul><div></div><div><b>
Working Conditions</b></div><ul><li><div>
This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver).</div></li><li><div>
Relocation assistance will not be provided for this position</div></li><li><div>
Occasional Travel &lt;10%</div></li><li><div>
Limited travel may be required</div></li></ul><div></div><div><b>
Compensation</b></div><div>
The salary for this position generally ranges between $128,000 - $165,000 annually. <i>Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including </i>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.</div><div></div><div>
Additionally, this position is typically eligible for an Annual Bonus of 15% based on the Company Bonus Plan/Individual Performance and is at the Company&rsquo;s discretion.</div><div></div><div><b>
Disclaimer:</b></div><div><i>
Beware of fake job offers!</i></div><div>
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:</div><ul><li><div>
We will <b>never</b> request personal information such as ID or payment for equipment upfront.</div></li><li><div>
Official offers are sent via <b>DocuSign</b> following a verbal offer&mdash;not through text or email.</div></li></ul><div></div><div><i><br>
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.</i></div><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Associate Actuary - Trad Valuation

<div></div><div><div><b>Job Family</b></div>
Internal Sales<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities</b></div><ul><li>
Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.</li><li>
Gather information through best interest interviews to understanding the participant&rsquo;s situation and determine the best consolidation approach.</li><li>
Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment.</li><li>
Hold retirement planning phone consultations with clients as requested.</li><li>
Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica.</li><li>
Work with relationship managers and fulfillment analysts to initiate product requests.</li></ul><div><b><br>
Qualifications</b></div><ul><li>
Bachelor&rsquo;s degree in a business field or equivalent experience</li><li>
Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience</li><li>
FINRA Series 6 or 7</li><li>
FINRA Series 63 (or obtain within six months of hire)</li><li>
FINRA Series 65 or 66 (or obtain within six months of hire)</li><li>
Customer service, interpersonal, and listening skills to communicate with customers and earn trust</li><li>
Problem-solving and decision-making skills to select and recommend product solutions</li><li>
Outstanding written/verbal communication and presentation skills</li><li>
Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms</li><li>
Proficiency using MS Office</li></ul><div><b><br>
Preferred Qualifications</b></div><ul><li>
CRPC or CFP</li><li>
Life license</li></ul><div><b><br>
Working Conditions</b></div><ul><li>
Remote (Field/Travel) Environment</li><li>
May work varied shifts</li></ul><div><b>
Compensation</b></div><div></div><div>
The salary for this position generally ranges between $43,500 - $47,000 annually. <b><i>Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including </i></b>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.</div><div></div><div>
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company&rsquo;s discretion.</div><div></div><div>
This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.</div><div></div><div><b>
Disclaimer:</b><br>
<i>Beware of fake job offers!</i></div><div>
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:</div><ul><li><div>
We will <b>never</b> request personal information such as ID or payment for equipment upfront.</div></li><li><div>
Official offers are sent via <b>DocuSign</b> following a verbal offer&mdash;not through text or email.</div></li></ul><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Retirement Consolidation Specialist I (Fully licensed)

<div></div><div><div><b>Job Family</b></div>
Internal Sales<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
Provide education on asset consolidation planning to active retirement plan participants, business partners and outside advisors.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities</b></div><ul><li>
Contact new participants to employer retirement plans to provide education on asset consolidation.</li><li>
Follow-up with participants to explain plan options and forms required for plan enrollment.</li><li>
Handle rollover of small balance accounts and email transactions.</li><li>
Work with relationship managers and fulfillment analysts to initiate product requests.</li><li>
Assist participants with company not in good order (NIGO) checks to ensure deposited into employer plans.</li><li>
Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.</li><li>
Refer complex and high-profile clients to senior staff.</li></ul><div><b><br>
Qualifications</b></div><ul><li>
Bachelor&rsquo;s degree in a business field or equivalent experience</li><li>
One year of experience in the financial services industry</li><li>
Excellent customer service, interpersonal, and listening skills</li><li>
Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.</li><li>
Proficiency using MS Office</li></ul><div><b><br>
Preferred Qualifications</b></div><ul><li>
Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms</li></ul><div><b><br>
Working Conditions</b></div><ul><li>
Remote (Field/Travel) Environment</li><li>
May work varied shifts</li></ul><div></div><div><b>
Compensation</b></div><div><i>
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**</i></div><div></div><div><b><br>
Total Compensation for this role is estimated to be $45,800 - $55,000.
</b></div><div>The base salary for this position generally ranges between $41,000-$45,000.</div><div></div><div><b>
Commissions:</b></div><div>
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. <b><i>Average first year commission opportunity ranges from $4,800 - 10,000 and is uncapped based on performance. Commissions are paid monthly.</i></b></div><div><i><br>
</i></div><div><b>Disclaimer:</b><br>
<i>Beware of fake job offers!</i></div><div>
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:</div><ul><li><div>
We will <b>never</b> request personal information such as ID or payment for equipment upfront.</div></li><li><div>
Official offers are sent via <b>DocuSign</b> following a verbal offer&mdash;not through text or email.</div></li></ul><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Retirement Consolidation Spec - Education Rep

<div></div><div><div><b>Job Family</b></div>
Customer Service<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
Provide quality results through quality assurance reviews of all service transactions. Reviews accuracy of timeliness and efficiency of service transactions with recommendations for quality standards as appropriate to management.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities</b></div><div></div><ul><li>
Utilizes working knowledge of processing and quality functions, compliance with state and federal regulations, SOX, SEC, IMSA and quality functions in the Customer Contact Center.</li><li>
Monitor accuracy, timeliness and efficiency of service transitions.</li><li>
Report and document deficiencies and/or inconsistencies in procedures, which affect quality or create potential problem situations. Work with management staff on resolutions.</li><li>
Regularly audit the work within the teams for accuracy and adherence to procedures, provide one on one coaching or training recommendations to management on areas requiring improvement.</li><li>
Provide support to other teams as needed with resolving customer problems, processes, procedures, and customer satisfaction and resolution as primary objective.</li><li>
Attend and participate in various departmental meetings with feedback and reports on quality assurance service levels, results, and recommendations for process improvements.</li><li>
Remain abreast of current procedures and changes.</li></ul><div><b><br>
Qualifications</b></div><div></div><ul><li>
Associates degree or equivalent work experience required. Minimum of 0-1 years customer service experience required. Working knowledge of insurance industry operations, SOX, state &amp; federal regulations preferred. Ability to adapt to changing processes, meet multiple deadlines, strong communication skills, and superior soft skills.</li></ul><div><b><br>
Preferred Qualifications</b></div><div></div><ul><li>
Strong analytical, organizational, problem solving and customer service skills. Ability to differentiate between products and work types. Strong verbal and written communication skills. Positive professional attitude. Ability to coach, motivate, and mentor others. Attention to detail. Seeking knowledge through LOMA &amp; dept. classes.</li></ul><div><b><br>
Working Conditions</b></div><ul><li>
Hybrid</li><li>
Fast paced environment.</li></ul><div></div><div><b><i>
*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**</i></b></div><div></div><div><b>
Compensation:</b></div><div>
The salary for this position generally ranges between $41,500,000-$48,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.</div><div></div><div><b>
Bonus Eligibility:</b></div><div>
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.</div><div></div><div>
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.</div><div></div><div><b>
Disclaimer:</b><br>
<i>Beware of fake job offers!</i></div><div>
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:</div><ul><li><div>
We will <b>never</b> request personal information such as ID or payment for equipment upfront.</div></li><li><div>
Official offers are sent via <b>DocuSign</b> following a verbal offer&mdash;not through text or email.</div></li></ul><div><i><br>
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.</i></div><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Customer Service Quality Specialist

<div></div><div><div><b>Job Family</b></div>
Customer Service<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
As the point of contact and &ldquo;voice of the company&rdquo; for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement, life, and annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities</b></div><div></div><ul><li>
Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.</li><li>
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.</li><li>
Locate/research information using multiple systems/technologies.</li><li>
Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.</li><li>
Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.</li><li>
Learn and maintain a basic understanding of products, procedures, and systems</li><li>
Achieve department metrics and expectations</li><li>
Participate in a team based environment to achieve department goals</li></ul><div><b><br>
Qualifications</b></div><div></div><ul><li>
Associate&rsquo;s degree in a business field or equivalent experience</li><li>
One year of call center or customer service experience, or financial services industry experience</li><li>
Ability to communicate with customers in a professional manner, orally and in writing</li><li>
Ability to work independently and as part of a team</li><li>
Proficiency using MS Office tools</li></ul><div><b><br>
Preferred Qualifications</b></div><ul><li>
Understanding of retirement, life, and annuity investment products</li></ul><div><b><br>
Working Conditions</b></div><ul><li>
Remote (Call Center) Environment</li><li>
May work varied shifts</li></ul><div></div><div><b><i>
*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**</i></b></div><div></div><div><b>
Compensation:</b></div><div>
The salary for this position generally ranges between $37,000-$43,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.</div><div></div><div><b>
Bonus Eligibility:</b></div><div>
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.</div><div></div><div>
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.</div><div></div><div><b>
Disclaimer:</b><br>
<i>Beware of fake job offers!</i></div><div>
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:</div><ul><li><div>
We will <b>never</b> request personal information such as ID or payment for equipment upfront.</div></li><li><div>
Official offers are sent via <b>DocuSign</b> following a verbal offer&mdash;not through text or email.</div></li></ul><div><i><br>
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.</i></div><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Customer Care Representative - Annuities

<div></div><div><div><b>Job Family</b></div>
Customer Service<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound calls and place prospects with financial planning and retirement planning advisors.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities</b></div><ul><li>
Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.</li><li>
Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.</li><li>
Schedule appointments with advisors for simple/routine customer requests.</li><li>
Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner.</li><li>
Keep abreast of product offerings to better identify the value proposition to customers.</li></ul><div><b><br>
Qualifications</b></div><ul><li>
Bachelor&rsquo;s degree in a business related field or equivalent experience.</li><li>
Ability to communicate in a friendly and persuasive manner.</li><li>
Listening skills to identify and assess customer needs.</li><li>
Professional demeanor to represent the company through a virtual environment.</li><li>
Critical thinking and problem-solving skills.</li><li>
Ability to multi-task and work in a team environment.</li><li>
Proficiency using MS Office products.</li></ul><div><b><br>
Preferred Qualifications</b></div><ul><li>
Experience in the financial services industry.</li><li>
Customer service experience.</li></ul><div><b><br>
Working Conditions</b></div><ul><li>
Remote (Call Center) Environment</li><li>
May work varied shifts</li></ul><div></div><div><b>
Compensation</b></div><div><i>
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**</i></div><div></div><div><b>
Base Compensation:</b></div><div>
The salary for this position ranges from $44,000 to $46,000 annually.</div><div></div><div><b>
Bonus Eligibility:</b></div><div>
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5% There is also a quarterly bonus opportunity.</div><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Client Engagement Specialist I

<div></div><div><div><b>Job Family</b></div>
Actuarial<div></div><div><div><b>
About Us</b></div></div><div></div><div><div><br>
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.</div></div><div></div><div><div><div><br>
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment &mdash; 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.</div></div><div></div><div><div><b><br>
Who We Are</b></div></div><div></div><div><div><div><br>
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.</div></div><div></div><div><div>
Today, we&rsquo;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&rsquo;s important to them.</div></div><div></div><div><div>
We&rsquo;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 &mdash; 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.</div></div></div><div></div><div><div><b>
What We Do</b></div></div><div></div><div><div><div><br>
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &amp; 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.</div></div><div></div><div><div><br>
Transamerica employs nearly 7,000 people. It&rsquo;s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <div>transamerica.com</div>.</div></div></div></div><div></div><div><b>
Job Description Summary</b></div>
Transamerica Life seeks a self driven actuary with a strong interest in leading GAAP implementation and ongoing GAAP governance efforts for Indexed Universal Life (IUL) products. This highly visible role partners closely with teams such as model development, accounting, and finance to interpret evolving accounting requirements, ensure accurate and efficient execution of GAAP changes, and support the development of robust financial reporting processes. The successful candidate will work with a high degree of independence, guiding analytical workstreams, evaluating IUL specific assumptions and methodologies, and delivering insights that influence financial results and business decisions. The ideal candidate will demonstrate strong communication skills with both actuarial and non technical senior leadership, collaborate effectively across functions, and recommend practical, well supported actions when navigating complex GAAP or modeling considerations.<div></div><div><b>
Job Description</b></div><div><b>
Responsibilities:</b></div><ul><li>
Lead implementation of GAAP valuation reporting for the IUL blocks of business</li><li>
Prepare reports and tools used to analyze quarterly GAAP financial results</li><li>
Perform technical reviews of model changes, validating assumptions, methodologies, and coding for accuracy and compliance.</li><li>
Exercise significant judgment in setting priorities and determining necessary tasks.</li><li>
Document and communicate testing results, technical findings, and recommendations to stakeholders.</li></ul><div>
For this highly sought position the successful candidate will require rare, job-specific, skillsets:</div><ul><li>
Ability to work autonomously within defined timelines.</li><li>
Experience with life insurance products.</li><li>
Proficient modeler (AXIS proficiency strongly preferred).</li><li>
Effective oral and written communication skills (specific prior examples may be requested).</li><li>
Demonstrated history of analyzing and interpreting large data sets (specific prior examples may be requested).</li></ul><ul><li>
Exemplifies the highest professional integrity and standards</li></ul><div><b><br>
Qualifications</b></div><ul><li>
Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field and 5 years of relevant experience. In lieu of Bachelor's, will accept Master's in a listed discipline and 4 years of relevant experience.</li><li>
FSA or equivalent professional designation. In lieu of FSA will accept ASA or equivalent professional designation and 8 years of relevant experience.</li><li>
Demonstrates high quality leadership, judgment, organization and prioritization skills.</li><li>
Effectively communicates, both verbally and in writing, advanced mathematical and analytical concepts to various audiences.</li><li>
Works well under pressure and within time constraints to effectively accomplish individual and team objectives.</li></ul><div><b><br>
Preferred Qualifications</b></div><ul><li>
GGY AXIS and Power BI experience.</li><li>
SQL, VBA, Python, and/or Alteryx programming.</li><li>
Strong communication skills, both verbal and written.</li><li>
Prior experience with GAAP LDTI reporting.</li></ul><div></div><div><b>
Working Conditions</b></div><ul><li><div>
This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver).</div></li><li><div>
Relocation assistance will not be provided for this position</div></li><li><div>
Occasional Travel &lt;10%</div></li><li><div>
Limited travel may be required</div></li></ul><div></div><div><b>
Compensation</b></div><div>
The salary for this position generally ranges between $128,000 - $165,000 annually. <i>Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including </i>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.</div><div></div><div>
Additionally, this position is typically eligible for an Annual Bonus of 15% based on the Company Bonus Plan/Individual Performance and is at the Company&rsquo;s discretion.</div><div></div><div><b>
Disclaimer:</b></div><div><i>
Beware of fake job offers!</i></div><div>
We&rsquo;ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:</div><ul><li><div>
We will <b>never</b> request personal information such as ID or payment for equipment upfront.</div></li><li><div>
Official offers are sent via <b>DocuSign</b> following a verbal offer&mdash;not through text or email.</div></li></ul><div></div><div><i><br>
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.</i></div><div></div><div><b>
What We Offer</b></div><div></div><div><br>
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.</div><div></div><div><br>
Compensation Benefits</div><ul><li><div>
Competitive Pay</div></li><li><div>
Bonus for Eligible Employees</div></li></ul><div></div><div><br>
Benefits Package</div><ul><li><div>
Pension Plan</div></li><li><div>
401k Match</div></li><li><div>
Employee Stock Purchase Plan</div></li><li><div>
Tuition Reimbursement</div></li><li><div>
Disability Insurance</div></li><li><div>
Medical Insurance</div></li><li><div>
Dental Insurance</div></li><li><div>
Vision Insurance</div></li><li><div>
Employee Discounts</div></li><li><div>
Career Training &amp; Development Opportunities</div></li></ul><div></div><div><br>
Health and Work/Life Balance Benefits</div><ul><li><div>
Paid Time Off starting at 160 hours annually for employees in their first year of service.</div></li><li><div>
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</div></li><li><div>
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</div></li><li><div>
Parental Leave &ndash; 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.</div></li><li><div>
Adoption Assistance</div></li><li><div>
Employee Assistance Program</div></li><li><div>
Back-Up Care Program</div></li><li><div>
PTO for Volunteer Hours</div></li><li><div>
Employee Matching Gifts Program</div></li><li><div>
Employee Resource Groups</div></li><li><div>
Inclusion and Diversity Programs</div></li><li><div>
Employee Recognition Program</div></li><li><div>
Referral Bonus Programs</div></li></ul><div></div><div><b><br>
Inclusion &amp; Diversity</b></div><div></div><div><br>
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;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.</div><div></div><div><br>
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 company-sponsored, employee-driven 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.</div><div></div><div><b><br>
Giving Back</b></div><div></div><div><br>
We believe our responsibilities extend beyond our corporate walls. That's why we created the <div>Aegon Transamerica Foundation</div> 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.</div><div></div><div><b><br>
Transamerica&rsquo;s Parent Company</b></div><div></div><div><div><br>
Aegon</div> 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: <b>Helping people live their best lives. </b>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.</div><div></div><ul><li>As of December 31, 2023</li></ul></div><div></div>

Associate Actuary - Equity Valuation

Join Transamerica and explore 12   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.