What are the responsibilities and job description for the State Filing Analyst (Work From Home) position at Transamerica?
Job Family
Regulatory ComplianceWho We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
Independently creates and files product forms across multiple business units. Applies new product concepts to the filing process. Images and indexes product approval files.Job Description
Responsibilities
- Performs research and analysis to determine solutions.
- Effectively communicates with other business units, departments and staff to meet required service level standards in relationship to product development.
- Basic ability to understand and assist in the development of policy language, application forms, riders, amendatory endorsements, and other regulated forms.
- Understands filing procedures to successfully submit annuity, life, health and/or P&C product forms and/or sales materials with the State Insurance Departments.
- Files products with the states for approval (SERFF or paper filings).
- Works independently with guidance from State Filing Analyst II, Senior Filing Analyst and/or Assistant Manager.
- Innovative involvement in all processes of a filing from start to finish.
- Basic ability to analyze state laws and regulations and apply knowledge independently in less complex lines of insurance.
- Assists in implementing new processes that will allow the team to function more efficiently.
- Provides timely and accurate responses to issues/objections related to product features and product form disclosures to the State Insurance Departments.
Qualifications
- Bachelors degree or equivalent work experience required.
- 1 years industry/regulatory experience with an emphasis on product knowledge is preferred.
Preferred Qualifications
- Knowledge of annuity, life, health and/or P&C products is helpful.
- Good verbal and written communication skills.
- Ability to work independently with some supervision.
- Effective use of time management.
- High degree of accuracy and attention to detail.
Compensation:
The salary for this position generally ranges between $34,500 - $52,500. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility:
This position is also typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 6%
#LI-REMOTE
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 Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Stock Purchase Plan
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off
Paid Holidays
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave
Adoption Assistance
Employee Assistance Program
College Coach 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
Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Websites
Transamerica | Protecting Your Wealth and Health since 1906
Aegon Group Corporate Website | Aegon
Management Team
Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica
Salary : $34,500 - $52,500
