Job Description

Job Description

Responsibilities

  • Provides skilled advice and knowledge regarding product form filings.
  • Effectively communicate with other business units, departments, and staff to meet required service level standards in relationship to product development.
  • Must be able to work independently.
  • Innovative involvement in the execution and coordination of all processes of a filing from start to finish.
  • Advanced ability to understand and develop moderately complex annuity, life, health and/or P&C language, application forms, riders, amendatory endorsements, and other regulated forms.
  • Advanced ability to analyze state laws, regulations, bulletins, and disapprovals, and apply knowledge independently to moderately complex lines of insurance.
  • Files products with the states for approval (SERFF or paper filings).
  • Competency to train and mentor basic skills to a State Filing Analyst I level.
  • Creatively develop and assist in implementing new processes that will allow the team to function more efficiently.
  • Analyze, develop, and provide timely and accurate responses to issues/objections related to product features and product form disclosures with the State Insurance Departments.
  • Facilitate resolution of objections by performing research and analysis.
  • Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.


    • Qualifications

  • Bachelors degree or equivalent work experience required. Minimum of 2 years industry/regulatory experience with an emphasis on product knowledge preferred. Strong analytical skills needed.


    • Preferred Qualifications

  • Skilled knowledge of annuity, life, health and/or P&C products is preferred. Strong verbal and written communication skills. Must display effective problem solving and decision making skills. Ability to work independently and demonstrate effective use of time management. High degree of accuracy and attention to detail.


    • Working Conditions

  • Office Environment - hybrid
  • Fast paced environment

    • The Salary for this position generally ranges between $53000-63,000 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 based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

    Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship


    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

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