Underwriting Trainer II

Transamerica
3d$88,000 - $110,000Remote

About The Position

Job Profile Summary The Manager Underwriting Distribution Liaison develops and maintains close relationships with assigned distribution partner(s) to provide consistency in messaging, service and support during the underwriting process for life and health insurance applications. Manages a team(s) of underwriters and serves as the escalation point for cases requiring immediate resolution.

Requirements

  • Bachelor’s degree in a business field or equivalent experience
  • Seven years of life or health underwriting experience
  • Experience managing staff
  • Leadership skills to act as a change agent
  • Analytical, critical thinking, and decision-making abilities
  • Self-directed with the ability to work under pressure
  • Excellent written/oral communication and presentation skills
  • Proficient using MS Office

Nice To Haves

  • Knowledge of Transamerica products and distribution channels
  • FALU, FLMI and other industry designations
  • Experience with company underwriting processing systems

Responsibilities

  • Maintain positive, results-driven relationships with assigned distribution partner(s); provide feedback and data on distribution specific performance.
  • Manage, coach, and develop underwriting staff.
  • Timely resolution of escalated cases; work with underwriter through to completion.
  • Collaborate with distribution partner(s) and Technical Underwriting Lead to identify areas for improvement; develop training/mentoring plans for internal and external groups as appropriate.
  • Educate agents on complex medical and financial concepts to help improve placement rates.

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
  • 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
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