Intermediate Policyholder Service Delivery Representative

Job Family

Marketing - General

About 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. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Position Transamerica as a leader in the retirement plans marketplace, with responsibilities for leading and driving execution of a marketing strategy to grow revenue, strengthen client relationships, and foster participant engagement. Leverage deep understanding of the industry and key audience segments to drive marketing innovation, data-driven decision making, and operational effectiveness.

Job Description

Responsibilities

• Lead the management and development of Transamerica’s retirement plan marketing organization.
• Oversee the strategy and development of content and campaigns for participant, plan sponsor, and producer audiences to drive business objectives.
• Foster an insight-driven culture among the marketing team, using data to formulate decisions and inform audience targeting.
• Leverage Voice of the Customer and CX Insights to inform go-to-market strategy and marketing innovation.
• Drive brand affinity and bolster confidence in the brand through compelling, client-centric narratives
• Inform the creation and optimization of automated, event-triggered journeys to engage key audiences and drive conversion actions.
• Lead team in analyzing the organization’s market position and driving continuous improvement of marketing activities based on client demands, market dynamics, and business needs.

Qualifications

• Bachelor's degree in marketing or related field
• 10 years of executive leadership experience within fin