Strategic Business Planning Analyst - Life & Employee Benefit Claims Production Support (Hybrid)

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.

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.

Transamerica is organized into three distinct businesses: 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, covering Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

About the Role

Support management to ensure strategic business priorities are identified, prioritized, executed, and results measured. Maintain the strategic roadmap and business intake project portfolios.

Responsibilities

• Develop and update strategic planning templates and communications.
• Update strategic roadmap & assigned strategic dashboards/tracking mechanisms.
• Define strategic planning processes, priorities, capabilities, measures of success, etc. Includes cadence and timing of various inputs/outputs; coordinate development of this process with the PMO and other functional leads.
• Coordinate with peers across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process.
• Identify integrations and establish contacts across the organization to align efforts and plan implementation.
• Assist with escalated issues on priorities, goals, strategies, resources, and key initiatives.
• Prepare presentations for delivery to specific audiences.

Requirements

• Bachelor’s degree in a business-related field or equivalent experience.
• Five years of strategic planning experience in a similar environment or in a planning/consultant role.
• Ability to communicate with all levels of the organization to influence others towards strategic goals.
• Analytical and problem-solving skills to plan strategy, tactics, and perform root-cause analysis.
• Familiarity with project management tools, lifecycles, etc.
• Proficiency using MS Office tools.

Preferred Qualifications

• Insurance/financial services experience.
• Knowledge of LEAN Six Sigma methodology.
• Knowledge of Claims applications.
• Understanding of ServiceNow and/or other ticketing systems.

Schedule

• Hybrid office environment: 3 days in office (Cedar Rapids, IA or Denver, CO).
• Occasional travel to attend strategic planning sessions (less than 10%).

Pay

The salary for this position generally ranges between $83,000 - $94,000 annually. The actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Benefits

• Competitive pay and bonus for eligible employees.
• Pension Plan and 401k Match.
• Employee Stock Purchase Plan.
• Tuition Reimbursement.
• Disability, Medical, Dental, and Vision Insurance.
• Employee Discounts.
• Career Training & Development Opportunities.
• 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, including 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.
• Adoption Assistance.
• Employee Assistance 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.