Teams at Transamerica

Processes policy illustration requests for policy issuance by entering data, generating and uploading illustrations, tracking request status, resolving system issues, and communicating updates to sales and distribution teams. The role also supports workflow optimization and special projects. Requires strong data entry, organization, communication, problem-solving, and MS Office skills. Experience in insurance or financial services and familiarity with policy illustration systems are preferred.

Directs commissions operations for life and annuity products, overseeing multifunctional teams, service providers, budgets, resources, and operational strategy. Leads continuous improvement, cross-functional initiatives, risk management, reporting, and customer service escalation. Partners with senior leadership and vendors while developing managers, improving performance, and using operational data to guide decisions. The role requires extensive operations and management experience, preferably in insurance or financial services.

Reviews and approves advertising, marketing, and communications materials for compliance with insurance, securities, FINRA, SEC, state, and federal requirements. Evaluates regulatory and reputational risks, advises business stakeholders, coordinates regulatory filings, maintains documentation, supports audits and examinations, analyzes compliance trends, and improves review processes, controls, and workflows. Provides subject matter guidance, training, and escalation support with minimal supervision.