Product Delivery Associate

Job Family

Product Development / Implementation

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

The Product Delivery Associate will assist with the implementation of advice and wellness product solutions and ongoing product expertise support.

Job Description

Responsibilities

• Assist in creating monthly reporting for finance, third party risk management, and department leadership.
• Assist in quarterly and annual audit reviews in adherence with processes and procedures.
• Assist in monthly and quarterly reviews to ensure vendor partners adhere to service level metrics.
• Manage quarterly advisor payments.
• Work with HSA vendor partners to ensure forms, communications, and notifications are relevant and up to date.
• Facilitate third party risk management and state filing activities by gathering required documents and information.
• Aid in resolution of advisor, employer, and participant questions escalated through client relationship or implementation teams, or directly from advisor relationships.
• Provide implementation support for advice services including data entry in Salesforce and helping internal teams with specific functions related to advice services.
• Assist with internal training for client relationship and operational teams as needed.
• Assist in the creation of implementation process documents.
• Assist with d