Transamerica
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.
Insurance • Investments • Retirement
Insurance Supervision Analyst
6 days ago
Transamerica
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.
Insurance • Investments • Retirement
📋 Description
• The Insurance Supervision Analyst is responsible for conducting pre/post-sale 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. • Conduct branch audits in adherence to supervision and compliance requirements.
🎯 Requirements
• Two years of insurance/financial services industry and supervisory/compliance experience • Life Insurance License • Customer and agent focused with excellent written/oral communication, presentation, relationship management, and interpersonal skills • Ability to prioritize and implement multiple activities in a fast-paced environment • Strong organizational skills and attention to detail • Ability to work independently and in a team environment • Proficiency using MS Office products
🏖️ Benefits
• Competitive Paid Time Off • Ten (10) paid holidays per year • Ten (10) sick days per year • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave • Adoption Assistance • Employee Assistance Program • College Coach Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Peer Recognition Program (BRAVO)
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