Underwriting Trainer II

Transamerica
•$90,000 - $105,000•Remote

About The Position

Design, deliver, and administer specialized training in life, annuity, and health underwriting covering 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.

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

Nice To Haves

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

Responsibilities

  • Apply best practices in curriculum design and delivery to department staff and stakeholders in alignment with industry and company requirements.
  • 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 the effectiveness of training/identify gaps and collaborate with management on ways to enhance the learning experience.
  • Assess team needs to identify and create opportunities for career development and employee engagement.
  • Participate in cross-functional projects/programs requiring collaboration with Underwriting.

Benefits

  • Competitive Pay
  • 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 (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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