Specialist, Finance & Banking, Financial Analyst

Job Family

Transactions / Client Processing

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.

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.

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

Responsible for the overall administration and operations associated with the Premium Accounting Department: this includes but is not limited to: processing premium payments, loan payments, automatic withdrawals from policy owners bank accounts, return items research, researching payment history, and updating billing payment modes. Develop internal and external client relations by providing concise and accurate policy information.

• Analyze, process and accurately update policy payments in all applicable applications in a timely manner
• Working in a collaborative manner to meet established departmental service level goals
• Ability to multi-task in high volume environment on a daily basis and make sound business decisions while maintaining acceptable quality and productivity benchmarks.
• Excellent interpersonal skills with all levels of the organization internal and external including verbal and written communication
• Performs other duties as assigned based on division needs
• Maintain working knowledge of administration system processes.

Associates degree or equivalent work experience.

Proficient in windows environment. Customer Service skills with data entry experience. Strong problem solving, math and communication skills.

Office environment

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…