Technology Operations Analyst - World Financial Group

About this role

Job Family Customer & Business Quality Assurance 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 Serves as department subject matter expert for WFG Operations systems. (Coding, Licensing, Points) Conducts in-depth system testing and works with IT on defining requirements for implementation and improvement initiatives. Provides system training to employees. Job Description Responsibilities •  Support WFG Operations areas with data needs by creating queries and reports to meet the requirements provided.

• Identify root cause of issues and determine when/if IT tickets should be submitted. • Conduct quality assurance on IT initiatives as related to of WFG Operations systems (Coding, Licensing, Points) projects and tickets. • Write IT requests providing detailed information regarding the business need and any impacts the project will have to the business i.e. financial or customer service. • Monitor WFG Operations (Coding, Licensing, Points) webpages and ensure that they are updated with any changes to policies or to reflect process updates. • Submit updates for WFG Operations (Coding, Licensing, Points) forms to be reviewed, updated, and posted appropriately. • Effectively communicate project statuses with IT and appropriate stakeholders.

Qualifications • Associate’s degree in a business-related field or equivalent experience

• Up to two years of experience with analysis and using data management tools • Technical knowledge with analytical and problem-solving ability • Verbal and written communication skills • Able to successfully manage multiple assignments under pressure of deadlines • Sound decision-making, problem solving and organizational skills • Ability to work in both a team environment and individually • Proficiency /Advanced Excel skills

Preferred Qualifications •  One year of experience with WFG systems or related system QA/testing

• Knowledge of SQL and basic database queries

Working Conditions • Office environment • Occasional travel • Travel for internal meetings as needed

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.

Compensation

The Salary for this position generally ranges between  $58,000 - $70,000 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.

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. 

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.    This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, PA; Cedar Rapids, IA; Denver, CO).  Relocation assistance will not be provided for this position.

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.

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