Transamerica Life Insurance
Agency Coordinator Job Description
What does your Tomorrow look like?
Tomorrow at Transamerica Agency Network-Career Agency is about helping to create a better financial future for our customers while continuing to grow in size and strength. Our Agency Coordinators fulfill this mission by:
Providing Case Management, Recruiting, Marketing and Sales support to District Office management and other District Office personnel to help meet the Company s marketing, growth, and earnings objectives. The incumbent is accountable for achieving established case management, recruiting, sales appointments, client prospecting, and local marketing activity goals while managing the strict adherence to administrative policies and procedures in the District Office.
The Agency Coordinator is also accountable for ensuring that quality service is provided and maintained in accordance with the Company s mission, vision, and values statement.
Additional responsibilities include:
Act as a community liaison.
Manage the daily office activities and provide support to the District Manager, Sales Managers, Agents including but not limited to:
o Accurately track and report required sales, conservation, and recruiting activities as required by the RVP and Home Office.
o Maintain required files for the District Office according to Company guidelines.
o Support cross training of other Agency Coordinator staff, if applicable.
o Assist with the completion of various audits as required by Company procedures.
o Exercise appropriate expense management functions and controls.
o Maintain the files for employees and Producers for the District Office.
Your Tomorrows are worth more.
Our Agency Coordinators enjoy these valuable benefits:
Competitive pay and bonus programs
Comprehensive benefits - medical, vision, dental, disability, paid time off
Company matched 401K and pension plan
Professional training and development programs
Opportunity to attend conferences trips in destination locations
Are you a Tomorrow Maker?
Transamerica Agency Network-Career Agency has the opportunity of a lifetime for the right person, regardless of prior occupation. Our ongoing comprehensive training program prepares our agency coordinators for a meaningful and rewarding future designed for long-term success. We re looking for individuals with the following values:
Two to three years work experience preferably in a financial services, banking or office management related role
Ability to analyze and take action to solve problems using good judgment
The ability to maintain a positive, leadership oriented attitude in support of the agency s objectives
Excellent proficiency in Microsoft Office
Is success driven, results focused
Excellent verbal communication skills
Wants to grow themselves by helping others
Enjoys building long-term relationships
Are you ready to Transform Your TomorrowSM?
Equal Employment Opportunity:
Monumental Life Insurance Company is an equal opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please inform the Human Resources department if you need assistance completing any forms, or to otherwise participate in the application process.
Transamerica Agency Network, Inc. is a licensed insurance agency with Transamerica Life Insurance Company, Monumental Life Insurance Company and affiliated Transamerica companies offering insurance and financial products. Life Insurance products may be underwritten by one of the following companies: Monumental Life Insurance Company, Cedar Rapids, IA. Administrative Office: 100 Light Street, B1, Baltimore, MD 21202. Transamerica Life Insurance Company, Cedar Rapids, IA. Administrative Office: 4333 Edgewood Rd. NE Cedar Rapids, IA 52499.
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