Director of Document Ops (Plan Document Administration)

Job Family

Adm - Document Management

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

Provide leadership and direction to the Document Operations team, which includes the activities of managers and professional teams who consult with in-force clients regarding the compliance of their tax-exempt, governmental, 457, non-qualified, Taft-Hartley, MEP and qualified plans, as well as the successful system set-up of new and modified plan/contract provisions. These teams also own and prepare regulatory-required plan documents, funding documents (e.g. service agreements) disclosures, service agreements, other contractual documents, and enrollment materials for tax-exempt, governmental, 457, non-qualified, Taft-Hartley, and qualified plan clients.

Job Description

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Responsibilities

• Provide oversight of the content and maintenance of the documents utilized by Sales to onboard and contractually bind new clients.
• Ensure that corporate business applications, products and services are compliant with regulations. Ensure that processes and procedures are in place to provide clients for whom Company provides plan document services with relevant documents necessary to maintain a plan that is compliant with legislation.
• Provide guidance and direction to leaders within Document Operations to ensure teams provide timely, accurate service to clients through productivity managem