Int State Filing Analyst

Job Family

Regulatory Compliance

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.
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Job Description Summary

Independently creates and files product forms across multiple business units. Researches and develops new product concepts and applies them to the filing process.

Job Description

• Provides skilled advice and knowledge regarding product form filings.
• Effectively communicate with other business units, departments, and staff to meet required service level standards in relationship to product development.
• Must be able to work independently.
• Innovative involvement in the execution and coordination of all processes of a filing from start to finish.
• Advanced ability to understand and develop moderately complex annuity, life, health and/or P&C language, application forms, riders, amendatory endorsements, and other regulated forms.
• Advanced ability to analyze state laws, regulations, bulletins, and disapprovals, and apply knowledge independently to moderately complex lines of insurance.
• Files products with the states for approval (SERFF or paper filings).
• Competency to train and mentor basic skills to a State Filing Analyst I level.
• Creatively develop and assist in implementing new processes that will allow the team to function more efficiently.
• Analyze, develop, and provide timely and accurate responses to issues/objections related to product features and product form disclosures with the State Insurance Departments.
• Facilitate resolution of objections by performing research and analysis.
• Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.

• Bachelors degree or equivalent work experience required. Minimum of 2 years industry/regulatory experience with an emphasis on product knowledge preferred.…