Senior Manager, Operations - Registered
Job FamilyOperations - GeneralWho We AreTransamerica 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 DoTransamerica 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 SummaryManage Annuity Operations teams with a focus on production and the creation/delivery of services to internal and external clients.
Ensure department goals are in alignment with company strategies.
Job Description
Responsibilities:
Direct daily operations and associated activities.
Manage staff administration and maintain staffing levels to meet production goals and budget.
Provide training, coaching and mentoring to staff and provide development opportunities.
Serve as an escalation point for teams to ensure a high level of customer satisfaction.
Design, implement and manage operational workflows to meet internal and external service level agreements.
Prepare and deliver on-going management reports to a variety of audiences.
May compile revenue variance explanations, roots causes and correction action plans in preparation for monthly review meetings.
Participate as a member of the Operations management team.
Qualifications:
Bachelor's degree in a business field or equivalent experience Eight years of experience in an operations environment, preferably in the insurance/financial services industry Five years of management experience Thorough knowledge of variable annuity investment products FINRA Series 6 (or obtain within 120 days from hire) FINRA Series 26 (or obtain within 180 days of hire) Problem-solving, analytical, and decision-making skills Written/verbal communication and interpersonal skills Ability to handle multiple responsibilities under pressure Ability to grasp technical and complex concepts, and convey to staff and internal/external customers Proficient using MS Office products Working Conditions:
Your working location designation is Hybrid.
Hybrid means that you will report to the Company office location above approximately 1-3 days per week.
When not working in a Company office location, you will be expected to work from your home or other approved workspace in the U.
S.
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.
It is estimated based on what a successful candidate might be paid in certain Company locations.
The Salary for this position generally ranges between $90,000 - $119,000 annually.
This range is an estimate, based on potential qualifications and operational needs.
Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
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 Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits 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 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 Recommended Skills Administration Analytical Coaching And Mentoring Communication Customer Satisfaction Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
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 DoTransamerica 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 SummaryManage Annuity Operations teams with a focus on production and the creation/delivery of services to internal and external clients.
Ensure department goals are in alignment with company strategies.
Job Description
Responsibilities:
Direct daily operations and associated activities.
Manage staff administration and maintain staffing levels to meet production goals and budget.
Provide training, coaching and mentoring to staff and provide development opportunities.
Serve as an escalation point for teams to ensure a high level of customer satisfaction.
Design, implement and manage operational workflows to meet internal and external service level agreements.
Prepare and deliver on-going management reports to a variety of audiences.
May compile revenue variance explanations, roots causes and correction action plans in preparation for monthly review meetings.
Participate as a member of the Operations management team.
Qualifications:
Bachelor's degree in a business field or equivalent experience Eight years of experience in an operations environment, preferably in the insurance/financial services industry Five years of management experience Thorough knowledge of variable annuity investment products FINRA Series 6 (or obtain within 120 days from hire) FINRA Series 26 (or obtain within 180 days of hire) Problem-solving, analytical, and decision-making skills Written/verbal communication and interpersonal skills Ability to handle multiple responsibilities under pressure Ability to grasp technical and complex concepts, and convey to staff and internal/external customers Proficient using MS Office products Working Conditions:
Your working location designation is Hybrid.
Hybrid means that you will report to the Company office location above approximately 1-3 days per week.
When not working in a Company office location, you will be expected to work from your home or other approved workspace in the U.
S.
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.
It is estimated based on what a successful candidate might be paid in certain Company locations.
The Salary for this position generally ranges between $90,000 - $119,000 annually.
This range is an estimate, based on potential qualifications and operational needs.
Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
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 Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits 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 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 Recommended Skills Administration Analytical Coaching And Mentoring Communication Customer Satisfaction Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
