Data Analyst, Agent Insurance Supervision

at  Transamerica

Job Family
Research & Analytics - 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.
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
Create analytics and reporting for the Agent Review team to identify and assess patterns, track findings, and detect and mitigate risk to the World Financial Group Insurance Agency (WFGIA).
Job Description

Responsibilities

• Participate in the development of reporting metrics and dashboards in collaboration with the Agent Review and Compliance teams.
• Use analytics technologies including MSBI, Excel, SQL, SSIS, Power BI, to develop and maintain data, data extracts, and reporting.
• Initiate, review, track and provide reporting for client and agent file reviews performed by the Agent Review team.
• Build automations using Excel, SQL, and Power BI.
• Assist in the development of reporting that identifies statistics, trends, and training opportunities for the sales field.
• Document processes related to data warehousing, extracting, automations, analysis, and reporting.
• Extract, transform, and load data using data management tools and T-SQL.
• Administer and maintain the BI Portal, data warehouse, and existing BI solutions.
• Assist management in conducting and facilitating internal testing and user acceptance testing.

Qualifications

• Post-secondary education in finance, computer science, information technology, or equivalent experience
• Two years of experience in the insurance and/or securities industry
• Good understanding and experience with MSBI, Excel, SQL, SSI, Power BI, and MS Office
• Analytical, decision-making, and problem-solving skills
• Excellent attention to detail and accuracy
• Excellent communication and relationship building skills
• Organizational and prioritization skills

Preferred Qualifications

• Knowledge of WFGIA policies and procedures
• Life license

Working Conditions

• Office or hybrid office/remote environment

Canadian Health and Work/Life Balance Benefits:

• Competitive Paid Time Off
• Ten (10) paid holidays per year
• Ten (10) sick days per year
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Peer Recognition Program (BRAVO)

United States Only Benefits Below:
This job description is not a contract of employment nor for any specific job responsibilities. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That’s why we created the
Aegon Transamerica Foundation
in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon

acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• As of December 31, 2023

Responsibilities

• Participate in the development of reporting metrics and dashboards in collaboration with the Agent Review and Compliance teams.
• Use analytics technologies including MSBI, Excel, SQL, SSIS, Power BI, to develop and maintain data, data extracts, and reporting.
• Initiate, review, track and provide reporting for client and agent file reviews performed by the Agent Review team.
• Build automations using Excel, SQL, and Power BI.
• Assist in the development of reporting that identifies statistics, trends, and training opportunities for the sales field.
• Document processes related to data warehousing, extracting, automations, analysis, and reporting.
• Extract, transform, and load data using data management tools and T-SQL.
• Administer and maintain the BI Portal, data warehouse, and existing BI solutions.
• Assist management in conducting and facilitating internal testing and user acceptance testing