Senior Quality Consultant (Client Transition Services)
Work From Home, USA
Job Family
Customer & Business Quality AssuranceAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com.
Who We Are
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
This position handles a wide variety of issues related to establishing, communicating, and auditing the administrative processes & procedures during the plan installation process for our large market retirement plans. This quality position works in tandem with our Client Onboarding Managers and plays an integral role by ensuring all day-to-day administrative functions are working properly. The position will also be responsible for ensuring the Plan Administrator understands all administrative processes and procedures necessary to operate their plan with Transamerica.An ideal candidate will have a strong understanding of retirement plan provisions, plan setup and our internal systems (ex. P3, AWD, PSD, DDOL).
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Work from Home Work From Home, USA
Benefits/PerksCollaborative environment Comprehensive benefits package Diverse workforce Positive environment Work From Home
Tasks- Serve as a subject matter expert
- Support special projects
- Train team members
Accounting Administration Analysis Analytical Annuities Auditing Client onboarding Coaching Communication Data analysis Discretion Employee Benefits Excel Finance Financial Services Insurance Insurance policies Investment solutions Life Insurance MS Excel Mutual funds Oral communication Organizational Problem-solving Process Improvement Quality Assurance Retirement plans Retirement Solutions Technical Technical Direction Technology Training
Experience5 years
EducationBusiness Business Field Equivalent Equivalent experience Finance
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9