Lead Trainer - Life Underwriting (Work from Home)

Job Family

Talent Management & Learning

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

     

Who We Are 

  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

Job Description Summary

Provides analysis, design, delivery and administration of learning solutions within the organization. Develops and supports the learning needs for large scale projects. Responsible for the coordination of all learning programs. Designs and develops course curriculum. Leads monitoring and evaluation of the effectiveness of learning programs for the learner, business unit and the organization. Works closely with the team to ensure programs align and contribute to the business and strategic goals. Designs materials and resources to support strategic projects and programs. Serves as lead support for learning technology and assists with the maintenance of all online course content.

Job Description

Responsibilities

• Partner with internal stakeholders to determine training needs and prioritize training initiatives for life underwriters.
• Plan, organize, and assist with the development and implementation of continuing education programs for beginner, intermediate, and advanced underwriting skillsets.
• Facilitate new hire orientation training classes
• Coach and provide feedback on delivery of training.
• Mentor team members on the design and development of curriculum, resources and job aids that support the success of learning programs.
• Support strategic initiatives; attend meetings and support project work in new products and system projects.  Meet regularly with the leaders of strategic projects to assess involvement and impact, and identify gaps or items that need to be addressed throughout the process. Identify resource needs and work with managers to assign resources and ensure team members are meeting project deliverables.
• Continual process improvement and partnership with team members to ensure consistency and leverage knowledge and experience to ensure a quality product that adds value to the organization.
• Mentor team members on refinement of skills.
• Lead the administration and coordination of learning programs.
• Analyze the effectiveness of learning programs and recommend improvement to training material and programs.
• Research and analyze soft skills competencies and develop/deliver curriculum utilizing a variety of learning methods.
• Continue to grow and develop as a learning professional by contributing to the success of the team. This will be done by demonstrating and sharing best learning practices with business groups and team members, and by acting as a role model in the learning professional field.
• Lead team members supporting company projects; communicate with senior leadership on status, timelines, impacts, challenges, impacts and recommendations.
• Research and implement appropriate tools and best practices into learning solutions.
• Develop and update documentation/curriculum and deliver the learning program.

Qualifications

• Bachelor’s degree in a business-related field or equivalent work experience.
• Seven years of learning and development experience
• Strong verbal and written communication skills. 
• Excellent customer service and motivational skills with the ability to work on a team and independently. 
• Advanced documentation and technical writing skills.
• Excellent interpersonal skills.
• Demonstrated ability to incorporate creative and innovative solutions in a learning environment. 
• Proven project management skills that include research capabilities and effective prioritization with the ability to set a clear path for a project with little or no direction. 
• Knowledge of and ability to demonstrate adult learning principles.
• Comprehensive knowledge of Microsoft Windows and MS Office Applications. 

Preferred Qualifications

• FALU designation
• 10+ years of Underwriting Experience
• Experience in Training and Development of Underwriters of varying skillsets
• Experience working in change management
• Training experience in insurance or other related business background.
• Experience with Microsoft SharePoint, learning technology tools and learning management systems. 
• Strong technical aptitude, and willingness to learn new technology.

Working Conditions

• Remote environment.
• Occasional travel.

*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.**

 

The salary for this position generally ranges between $84,000 - $115,000 annually. This range is an estimate, based on potential qualifications 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 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. 

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

• College Coach 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

 

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