Responsible for assisting with account retention and sales growth within the Transamerica Life Distribution Channel. Manage case inventory with a focus on exceptional customer service and improving metrics and processes.

Responsibilities

  • Responsible for hosting and delivering administrative training for senior marketing directors and their agents in getting appointed with Transamerica, submitting a policy, communications with new business and underwriting departments, and getting the policy placed in force.
  • Align with RVPs sales plans to grow business in hierarchies starting to write with Transamerica to increase market share.
  • Communicate with senior marketing directors to help move their agents' cases forward with outstanding requirements.
  • Partner with RVP and virtual regional wholesaler for training on the Transamerica process flow.
  • Manage the business inventory, cycle time, and placement ratio for assigned RVP. This includes proactive management and monitoring of cases in all the stages of new business and underwriting and communicating that information to the appropriate regional vice presidents.
  • Assist with providing proactive, positive, candid, and meaningful communications with assigned field agents and above, and their staff.
  • Serve as the agency’s liaison/expediter/confidant/champion on service, sales, marketing, contracting and licensing, and operations department issues.
  • Identify areas of improvement, internally and externally, to enhance established metrics and the service provided.
  • Participate in weekly calls with RVP to review results, trends and metrics, and to define areas of opportunity and offer suggestions for improvements.
  • Assist in providing education to operations areas to help the employees understand the distribution channel to enhance and improve the customer experience with Transamerica.
  • Some travel with RVPs to introduce them to the larger hierarchies.

Qualifications

  • Two years of life insurance carrier new business processing and/or account management, or related experience
  • Financial services industry experience
  • Life insurance license (or obtain within six months of hire)
  • Exceptional customer service focus
  • Strong communication and interpersonal skills
  • Excellent problem solving skills and the ability to work well with others and resolve internal conflicts with minimal supervision

Preferred Qualifications

  • A bachelor’s degree or equivalent combination of education/experience.

  • FLMI or progress toward the designation

  • Extensive knowledge of company products and of multiple company and industry forms
  • Experience in New Business function

Working Conditions

  • Remote work environment
  • Occasional travel (up to 10%)
  • Work hours to coincide with assigned territories

The Salary for this position generally ranges between $50,000-$65,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is also currently eligible for sales and/or performance incentives up to $20K annually. Specifics will be reflected in individual incentive plan documents.  

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.