Underwriting Trainer II

🔥 56 minutes ago

🇺🇸 United States – Remote

💵 $90k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Underwriter

🦅 H1B Visa Sponsor

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Logo of Transamerica

Transamerica

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Design, deliver, and administer specialized training in life, annuity, and health underwriting • Cover analysis techniques, risk assessment, modeling, and tools and technology used to interpret and apply criteria for accurate risk assessments • Implement career development and engagement programs to improve the employee experience • Apply best practices in curriculum design and delivery to department staff and stakeholders • 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 training effectiveness and identify gaps • Collaborate with management to enhance the learning experience • Assess team needs and create opportunities for career development and employee engagement • Participate in cross-functional projects and programs requiring collaboration with Underwriting

🎯 Requirements

• 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 • Bachelor’s degree in business or finance preferred • FLMI, FALU, or CLU certification preferred

🏖️ Benefits

• 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 • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • 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

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