Transamerica · 5 months ago
Underwriting Trainer III
United States
Full-time
Remote
Senior Level, Lead/Staff
$98K/yr - $121K/yr
8+ years expTransamerica is a prominent financial services company focused on helping individuals achieve financial freedom. The Underwriting Trainer III will design and deliver specialized training in life, annuity, and health underwriting while implementing career development programs to enhance the employee experience.
Financial ServicesImpact InvestingInsurance
Responsibilities
Lead training/upskilling of consultant level underwriters and above, including management
Lead the administration and coordination of training schedules and program materials
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 or lead cross-functional projects/programs requiring the high level underwriting expertise
Provide guidance to team members as needed
Qualification
Required
Eight years of underwriting experience in the insurance/financial services industry
FLMI, FALU, or CLU certification, or significant progress toward obtaining designation
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
Benefits
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
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase