Senior Director, Installation & Payroll Services
TransamericaAbout the role
Job Family
Operations - GeneralAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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
Job Profile SummaryThe Senior Director of Installation and Payroll Services will provide leadership and strategic direction to Retirement Operations client transition services, data conversion, and payroll services management teams and staff. Accountable for onboarding, conversions, payroll processes, and the overall customer experience for new and existing clients across multiple market segments. Act as a thought leader and contribute to strategically important initiatives and projects.
Job Description
Responsibilities
- Develop long-range functional objectives and strategies to meet department demands based on sales cycles and marketplace fluctuations.
- Work with the Pricing team to evaluate new business opportunities and determine the feasibility of writing and administering the business. Partner and consult with Sales on new prospect situations by regularly participating in or delegating managers for team sales presentations. Present information on the transition process and administrative capabilities during finals and due diligence meetings.
- Work with various departments within the organization to improve service and efficiency across the department.
- Monitor and leverage relationships with the sales team, client management, and external partners.
- Ensure t
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