Underwriting Trainer II jobs in United States
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Transamerica · 5 months ago

Underwriting Trainer II

Transamerica is a financial services company that has been serving customers for over a century. They are seeking an Underwriting Trainer II to design and deliver specialized training in life, annuity, and health underwriting, focusing on risk assessment and employee engagement programs.

Financial ServicesImpact InvestingInsurance

Responsibilities

Apply best practices in curriculum design and delivery to department staff and stakeholders in alignment with industry and company requirements
Develop clear and measurable learning criteria for different levels of underwriting knowledge and technical expertise
Keep current on regulatory rules, product offerings, and technology advances. Share insights through group and individual training
Evaluate the effectiveness of training/identify gaps and collaborate with management on ways to enhance the learning experience
Assess team needs to identify and create opportunities for career development and employee engagement
Participate in cross-functional projects/programs requiring collaboration with Underwriting

Qualification

Underwriting experienceUnderwriting trainingFLMI certificationCLU certificationProject managementMS Office proficiencyCommunication skillsDocumentation skills

Required

Six years of underwriting experience in the insurance/financial services industry
Skilled in underwriting training or project/process management in a corporate environment
Outstanding written and oral communication and presentation skills
Ability to communicate technical information in a learning environment
Strong documentation and writing/editing skills
Creative thinker and collaborator to design engaging learning and development programs
Proficiency using MS Office

Preferred

Bachelor's degree in business or finance
FLMI, FALU, or CLU certification

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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

Company

Transamerica

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Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Funding

Current Stage
Late Stage
Total Funding
unknown
1999-02-19Acquired

Leadership Team

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Will Fuller
Chief Executive Officer
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Andrew Yorks
Chief Investment Officer
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Company data provided by crunchbase