Business Review Analyst
3 weeks ago
Job Family
Regulatory Compliance
- About 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- .
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
Conduct business reviews of select independent licensed insurance agents affiliated with World Financial Group Insurance Agency (WFGIA). Review client files to assess, track findings, detect and mitigate company risk.
**Job Description**:
**Responsibilities**:
- Initiate, review, track, and provide reporting for client and agent file reviews in adherence with department policies/procedures and regulatory requirements.
- Prepare reports that identify statistics, trends, and training opportunities for field agents.
- Escalate issues to management as appropriate.
- Assist in the development and implementation of training materials, such as bulletins and webinars.
- Help identify opportunities to improve workflow processes.
- Participate in department projects.
**Qualifications**:
- Post-secondary education in finance or other business field, or equivalent experience
- Two years of insurance/financial services industry experience
- Customer focused with excellent written/oral communication and interpersonal skills
- Strong attention to detail
- Ability to work in a team environment
- Proficiency using MS Office
Preferred Qualifications
- Knowledge of WFGIA processes and procedures
- Life license
- Advanced proficiency in MS Excel
Working Conditions
- Office or hybrid office/remote environment
- This job description is not a contract of employment nor for any specific job responsibilities. _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 EmployeesBenefits Package- Pension Plan-
- 401k Match-
- Employee Stock Purchase Plan-
- Tuition Reimbursement-
- Disability Insurance-
- Medical Insurance-
- Dental Insurance-
- Vision Insurance-
- Employee Discounts-
- Career Training & Development OpportunitiesHealth 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-
- College Coach Program-
- Back-Up Care Program-
- PTO for Volunteer Hours-
- Employee Matching Gifts Program-
- Employee R
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