增强生命承保分析负责人
Lead Enhanced Life Underwriting Analyst
职位类别
核保
关于我们
在Transamerica,我们重视勤奋工作、创新思维和个人责任。我们深知多元化员工队伍的潜力。我们营造一个让员工在职业、家庭、社区和个人兴趣之间取得平衡的环境。
我们欣赏一家公司独特的价值,其中才华横溢的专业人士在一个积极的环境中协作工作——专注于帮助人们展望未来并规划最好的生活,同时提供使实现目标更容易的工具和解决方案。
我们是谁
我们相信每个人都值得过上最好的生活。一个多世纪前,我们是美国首批为各行各业的普通人提供金融服务的公司之一。
如今,我们是国际控股公司的一部分,拥有数百万客户和全球数千名员工。我们的保险、退休和投资解决方案帮助人们充分利用对他们重要的事物。
我们通过覆盖北美的广泛代理人网络获得力量,其多样性与之相匹配。我们还与非营利研究机构和基金会合作,倾听、行动,并成为一股善的力量——为我们客户和我们生活、工作和娱乐的社区带来积极影响。我们团结一致,致力于帮助人们创造财务自由,以他们自己的方式生活。
我们所做的
Transamerica分为三个不同的业务部门。包括1)世界金融集团,包括Transamerica金融顾问;2)保障解决方案和储蓄与投资,涵盖人寿保险、年金、员工福利、退休计划和Transamerica投资解决方案;3)金融资产,包括长期护理、万能寿险以及变额和固定年金的遗留业务。这些业务由Transamerica企业部门支持,包括财务、人员与场所、总法律顾问、风险、内部审计、战略与发展,以及企业事务,涵盖传播、品牌和政府及政策事务。
Transamerica雇用了近7,000名员工。它是Aegon的一部分,Aegon是一个综合性的、多元化的、国际化的金融服务集团,为全球约2390万客户提供服务。* 了解更多,请访问transamerica.com。
职位描述摘要
此职位是人寿核保转型计划中的关键领导者,推动实施
查看英文原文
Job Family
UnderwritingAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com.
Job Description Summary
This position serves as a key leader in life underwriting transformation initiatives, driving the implementation of strategic projects, process improvements, and technology solutions that support the evolution of life underwriting operations. This role partners across life underwriting, operations, product, technology, distribution, and vendor organizations to identify opportunities, define business needs, and deliver innovative solutions that enhance efficiency, customer experience, and operational effectiveness. The Lead Analyst acts as a subject matter expert in life underwriting processes and transformation efforts, providing leadership throughout the project lifecycle including requirements gathering, solution design, testing, implementation, training, and post-launch support. This position plays a critical role in advancing life underwriting modernization strategies while fostering collaboration, managing stakeholder relationships, and supporting organizational change.Job Description
Responsibilities
- Lead life underwriting transformation initiatives that support modernization, automation, and operational excellence.
- Partner with technical teams to ensure solutions align with life underwriting objectives and operational needs.
- Facilitate project planning, requirements gathering, solution design, testing, deployment, and stabilization activities.
- Serve as the life underwriting representative on cross-functional initiatives involving Operations, Distribution, Technology, Product, and vendors.
- Develop and deliver training, knowledge transfer, and communication plans to stakeholders.
- Coordinate business readiness activities and implementation support.
- Support release planning, production validation, and post-implementation monitoring.
- Drive issue resolution and escalation management to ensure successful outcomes.
- Evaluate new data sources, rules, and underwriting tools to improve decision-making.
- Assist in managing project timelines, priorities, and stakeholder communication.
- Serves as a primary liaison between New Business, Life Underwriting, Training & Development, Project Management, Technology, QA, Sales & Marketing, vendors, etc.
- Coaches and mentors team members while providing project leadership without direct people management responsibility.
- Keep abreast of relevant events in the insurance sector.
Qualifications
- Bachelor’s degree in a business-related field or equivalent experience.
- Six years of life or health underwriting experience.
- Three years of underwriting experience within Transamerica or three years of high level experience working on an enhanced underwriting project.
- Understanding of the enhanced underwriting user interface.
- In-depth knowledge of industry products.
- Communication and interpersonal skills to interact with multiple business groups, including Life Underwriting, New Business, Project Management, IT, QA, Training & Development, Sales & Marketing, etc.
- Decision-making and problem-solving skills.
- Time-management skills to work on multiple priorities simultaneously.
- Willingness to continue education to stay current in the insurance sector.
- Proficiency in MS Office.
Preferred Qualifications
- Experience working with life underwriting workbench platforms, rules engines, and automated decisioning systems.
- Experience supporting vendor integrations and underwriting data sources.
- Strong communication and presentation skills with the ability to translate technical concepts into business language.
- Demonstrates a high degree of initiative and accountability.
- Completion of FALU courses or LOMA courses.
- FLMI designation or related coursework.
Working Conditions
- Remote (Other) Environment
- Occasional Travel <10%
The Salary for this position generally ranges between $87,000-105,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Disclaimer:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our 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.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Originally posted on Himalayas