Policy Illustration Specialist (Denver)

Transamerica•Denver, CO

3d•Hybrid

About The Position

The Policy Illustration Specialist processes illustration requests to support seamless policy issuance. The role manages auto-generated requests, enters data into systems to generate and upload illustrations, and tracks requests through completion. It also identifies system-related issues, communicates request status to sales and distribution teams, and contributes to special projects and workflow improvements. The position works in a hybrid office environment, with three days in the office.

Requirements

High school education or GED equivalent.
General office or data entry experience.
Excellent data entry skills and attention to detail.
Excellent organizational skills to manage multiple tasks and prioritize workload.
Good communication skills to collaborate with various teams.
Good problem-solving skills to resolve issues.
Proficiency using MS Office.

Nice To Haves

Experience in the insurance or financial services industry.
Familiarity with policy illustration systems and processes.
Life and Health insurance license(s), as required by state(s), or ability to obtain them within six months of the job entry date.

Responsibilities

Manage auto-generated requests to prepare illustrations for policy issuance.
Input data within the system to generate and upload appropriate illustrations.
Receive, catalog, and track the progress of illustration requests.
Identify system-related issues and provide possible solutions, escalating them to leadership as necessary.
Keep sales and distribution teams current on request status.
Collaborate on special projects, workflow optimization, and improvement efforts.

Benefits

Competitive pay.
Bonus for eligible employees.
Benefits package.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training and development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year.
Be Well Company holistic wellness program, including wellness coaching and reward dollars.
Fifteen 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.