Lead Enhanced Life Underwriting Analyst

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 World Financial Group, including Transamerica Financial Advisors, Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 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.

Summary: This position serves as a key leader in life underwriting transformation initiatives, driving the implementation of strategic projects, process improvements, and technology solutions that support the evolution of life underwriting operations. This role partners across life underwriting, operations, product, technology, distribution, and vendor organizations to identify opportunities, define business needs, and deliver innovative solutions that enhance efficiency, customer experience, and operational effectiveness. The Lead Analyst acts as a subject matter expert in life underwriting processes and transformation efforts, providing leadership throughout the project lifecycle including requirements gathering, solution design, testing, implementation, training, and post-launch support. This position plays a critical role in advancing life underwriting modernization strategies while fostering collaboration, managing stakeholder relationships, and supporting organizational change.

Responsibilities: Lead life underwriting transformation initiatives that support modernization, automation, and operational excellence. Partner with technical teams to ensure solutions align with life underwriting objectives and operational needs. Facilitate project planning, requirements gathering, solution design, testing, deployment, and stabilization activities. Serve as the life underwriting representative on cross-functional initiatives involving Operations, Distribution, Technology, Product, and vendors. Develop and deliver training, knowledge transfer, and communication plans to stakeholders. Coordinate business readiness activities and implementation support. Support release planning, production validation, and post-implementation monitoring. Drive issue resolution and escalation management to ensure successful outcomes. Evaluate new data sources, rules, and underwriting tools to improve decision-making. Assist in managing project timelines, priorities, and stakeholder communication. Serves as a primary liaison between New Business, Life Underwriting, Training & Development, Project Management, Technology, QA, Sales & Marketing, vendors, etc. Coaches and mentors team members while providing project leadership without direct people management responsibility. Keep abreast of relevant events in the insurance sector.

Qualifications: Bachelor's degree in a business-related field or equivalent experience. Six years of life or health underwriting experience. Three years of underwriting experience within Transamerica or three years of high level experience working on an enhanced underwriting project. Understanding of the enhanced underwriting user interface. In-depth knowledge of industry products. Communication and interpersonal skills to interact with multiple business groups, including Life Underwriting, New Business, Project Management, IT, QA, Training & Development, Sales & Marketing, etc. Decision-making and problem-solving skills. Time-management skills to work on multiple priorities simultaneously. Willingness to continue education to stay current in the insurance sector. Proficiency in MS Office.

Preferred Qualifications: Experience working with life underwriting workbench platforms, rules engines, and automated decisioning systems. Experience supporting vendor integrations and underwriting data sources. Strong communication and presentation skills with the ability to translate technical concepts into business language. Demonstrates a high degree of initiative and accountability. Completion of FALU courses or LOMA courses. FLMI designation or related coursework.

Working Conditions: Remote (Other) Environment Occasional Travel