Licensing Specialist
Listed on 2026-09-13
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Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance, Business Administration
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.
Job FamilyOperations - General
About UsAt 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 AreWe 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.
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Responsible for contracting. licensing, and appointing agents to the company so they can solicit business for the L&P Division.
Responsibilities- Review and audit the agent contract file for required forms and documents.
- Prepare the state specific licensing/appointment paperwork.
- Add the agents to the database.
- Maintain records, handle inquires and conducts research as needed for the agent files.
- Process licensing paperwork to the appropriate states in a timely and accurate manner.
- Up to 1 year work experience.
- Mainframe experience.
- Basic Word and Excel skills.
- Associates degree preferred.
- Strong verbal and written communication skills.
- Strong knowledge of State Contract and Licensing Rules.
- Customer service skills.
- Strong problem solving and analytical skills.
Ability to accurately process a high volume of work efficiently.
- This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Philadelphia, or Denver).
- Relocation assistance will not be…
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