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About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
As a member of the retirement plan administration operations services team, manage the execution and distribution of standardized operational communications relative to mid-market, large market, and third-party administrator segments. Collaborate closely with Compliance, Customer Experience, Technology, Client Relationship Teams, and TPAs to ensure communications meet regulatory standards, align with client expectations, and are efficiently processed and delivered.
Job Description
Responsibilities
* Manage end-to-end execution process for standardized sponsor and participant communications, and delivery via digital and print channels, ensuring accuracy, timeliness, and regulatory compliance.
* Partner with client relationship teams and third-party administrators to understand unique market requirements and ensure communication strategies align with client needs.
* Collaborate with the compliance team to ensure communications meet legal, regulatory, and policy requirements.
* Partner with the customer experience team for input and approval when communications require material changes, significant updates, or brand alignment and/or consistency of messaging.
* Work closely with technology teams to ensure the accurate extraction of data, integration into communication systems, and efficient execution of digital delivery processes.
* Recommend innovative solutions and best practices for communications.
* Execute internal processes to trigger print requests to external vendors, ensuring accurate and complete data is provided.
* Track communication processes, ensuring communications are successfully delivered, and manage exceptions (e.g., undelivered emails, inaccurate data).
* Identify and recommend process improvements to enhance operational efficiency, reduce manual intervention, and support automation efforts.
* Maintain accurate records of communication activities, timelines, and delivery metrics for internal tracking and audit purposes.
Qualifications
* Five years of relevant experience in operational communications, client communications, or process management in a regulated industry
* Understanding of regulatory compliance and industry requirements for client facing communications and required notice communications
* Strong attention to detail, organizational skills, and ability to manage multiple priorities
* Excellent communication and collaboration skills, with the ability to build relationships across multiple teams
Preferred Qualifications
* Bachelor's degree in business, communications, organizational management or relevant field
* Background in the retirement plan services industry
Working Conditions
* Office or hybrid office/remote environment
Compensation
The salary for this position generally ranges between $80,000 - $100,000 annually/per hour. 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.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's 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
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. 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.
* As of December 31, 2023