AAA Life Insurance jobs - 63 jobs

The Senior Instructional Designer, analyzes, designs, develops, implements and evaluates programs and processes intended to improve agent's performance in sales and service for life and annuity products. Develops and maintains course content for all training materials. As needed, conducts instructor-led training. Responsibilities * Responsible for analysis, design, planning, development, implementation and evaluation of learning and performance improvement solutions. * Plans and monitors instructional design projects, including timelines, resource requirements and project risk. * Consults with other business units and field organizations/agencies in developing educational strategies to improve sales agent performance. * Effectively work with subject matter experts (SME) using a variety of methods to establish learning objectives and course content to support training requirements. * Establish a formal process using design documents and storyboards to facilitate creating course content using the ADDIE instructional design model. * Writes course content for all training delivery methods with heavy emphasis on web-based training. * Develops performance support tools (instructional aids and self-instructional materials). * Creates and delivers training for sales agents with special emphasis on life insurance products, regulations, sales processes and marketing concepts. * Assists in the administration of the Learning Management System including uploading and publishing content and user data; troubleshoots issues with the LMS and acts as liaison with technical support. * Responsible for vendor relationships, including Learnshare (LMS), Trivantis (course-development software) and voice-over artists. * Works with Compliance and SME's to ensure accuracy of final training material. * Establishes appropriate networks to keep informed of updates needed for existing training material. Qualifications * Bachelor's degree in Instructional Design or related field * Minimum of 5 years of experience designing and developing training material * Experience in Financial Services required, Life Insurance experience a plus * Experience working with Learning Management Systems (LMS) * Experience developing courses using programs such as Lectora, Articulate Storyline, Flash, a plus * Some travel may be required While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. PM21 #LI-Hybrid

Job DescriptionSalary plus commission. Over 100 open positions. Work fully remote from home. Full training and assistance with licensing. Daily warm leads provided. No cold calling. Company laptop provided. Comprehensive benefits package includes 100% paid health insurance and 401K with matching. Donot use this. Demo purpose only

Job Family Regulatory Compliance 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. Summary Provide supervision over the securities activities of Branch Office Supervisors and Registered Representatives in an assigned region. Job Description Responsibilities Provide direct supervision of Branch Office Supervisors and Registered Representatives for broker dealer and investment advisory functions; provide supervision, guidance, advice, and training. Maintain files required by the WSPs to be maintained at the branch location for each Branch Office Supervisor and Registered Representatives. Assist in the creation of new branch offices and the development of existing offices. Participate in regulatory examinations within the assigned region. Review and accept or deny requests for non-registered locations. Monitor the activities of Branch Office Supervisors, Registered Representatives and NRLs within the region in accordance with the Firm's written supervisory procedures. Monitor the performance of Branch Office Supervisors to ensure they are able to properly supervise the number of Registered Representatives assigned to them. Designate, reviews and remove Branch Office Supervisor status as needed. Makes decisions for acceptance or denial of new applicants and, when necessary, for the suspension or termination of Branch Office Supervisors and Registered Representatives. Visit branch offices periodically to review and monitor for adherence to company policies and procedures. Review annual audit report and implement procedural changes to ensure that identified deficiencies are not repeated. Reviews written correspondence and communications with the public in accordance with company policies as needed. Review and approve, or deny, outside business activities and private securities transactions requested by Branch Office Supervisors and Registered Representatives. Perform final review and acceptance of Form U4s for applicants, including interviews with the sponsoring Branch Office Supervisor and/or applicant, and/or requests for additional supporting documentation. Approve/recommend Heightened Supervisory Agreement (HSA), or refer to Special Review Committee. Implement, monitor, and dissolve HSAs within the region. Review and accept, or deny, requests from Branch Office Supervisors for assignments or reassignments of Registered Representatives. Monitor Registered Representatives compliance with Firm and regulatory continuing education requirements. Review and monitor Branch Office Supervisor and Field Representative completion and compliance with the Firm's annual compliance meeting and Firm element requirements Review and monitor Branch Office Supervisor and Field Representative emails to ensure compliance with Firm policies. Handle calls and inquires during regions office hours to ensure inquiries are resolved satisfactorily, including incoming calls on the RBM call line. Refer to and provide input to the Compliance Division on regulatory violations, sales practice improprieties, or actual or potential violations of Firm policies and/or regulatory requirements as needed. Periodically attend public events conducted by TFA Field Representatives to ensure compliance with Firm policies. Create, facilitate and promote Firm training programs as deemed necessary by management. Perform additional supervisory and compliance functions as needed. Qualifications Bachelor's degree in a business-related field or equivalent experience Five years of securities industry related experience FINRA Series 6 and 26 (and obtain 7 and 24 licenses within one year) In-depth knowledge of compliance, suitability issues, securities products, and FINRA regulations Strong written/oral communication and interpersonal skills Facilitation and training experience Organizational skills and the ability to prioritize multiple priorities Proficiency using MS Office projects Preferred Qualifications FINRA Series 24, 65/66, 53/51 Working Conditions Office Environment Evening/weekend hours as needed Extensive Travel >50% The Salary for this position generally ranges between $67,000 - $87,000 annually. Please note that the salary range is a good faith estimate for this position and 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 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 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

DEPARTMENT: Data Insights and Innovation JOB TITLE: Data Catalog Specialist JOB CODE: DCS REPORTS TO: Data Governance, Lead FLSA STATUS: Exempt EMPLOYMENT TYPE: Full-Time JOB PURPOSE: This role at Arbitration Forums is as unique as it is rewarding because of the AF IPAAL Values (Integrity, Passion, Accountability, Achievement, Leadership) and TRI Model (Trust, Respect, Inclusion). The Data Catalog Specialist drives and supports our data governance initiatives and ensures the integrity, quality, and security of our organization's data assets. This role is responsible for defining, implementing, and managing our data cataloging and metadata management practices as part of our overall data governance program. This role is an SME for AF in the areas of data classification, cataloging, lineage harvesting and plotting, and metadata, contributing to the quality and security of our data, ensuring that data assets are documented, discoverable, and accessible for utilization in advanced analytics, data science, machine learning, and AI-powered applications. DEPARTMENTAL EXPECTATION OF EMPLOYEE Adheres to AF Policy and Procedures and the AF IPAAL Values and TRI Model Acts as a role model within and outside AF. Performs duties as workload necessitates. Maintains a positive and respectful attitude. Communicates regularly with the departmental leader about department issues. Demonstrates flexible and efficient time management and ability to prioritize workload. Consistently reports to work on time, prepared to perform duties of the position. Meets Department productivity standards. ESSENTIAL DUTIES AND RESPONSIBILITIES Develop, implement, and maintain strategies for data discovery, cataloging, and metadata management. Ensure that the quality of the data cataloged meets company standards and adheres to internal guidelines. Curate and validate metadata for integrity and accuracy, ensuring that taxonomies and structures are captured to provide additional context. Maintain clear lineage information and establish source of truth for data items, including mapping and reconciliation of information. Work with data owners to ensure that taxonomies are aligned with business definitions. Define and measure the key performance indicators (KPIs) associated with data cataloging and lineage, identifying deviations and recommending corrective actions. Enable effective data stewardship and accountability through the definition of supporting processes and implementation of procedures in cataloging tools. Lead and drive to completion efforts to capture and maintain metadata, including data lineage, data quality, and data usage information. Provide guidance to employees on data governance and cataloging processes and procedures, as well as training on the data governance tool stack. Raise awareness of data management best practices and their importance to business operations. Foster a culture of data stewardship, collaboration, and continuous improvement. Monitor compliance with data governance policies and assess effectiveness of controls. Prepare and present data governance reports, dashboards, and metrics to senior leadership. QUALIFICATIONS Bachelor's or Master's degree in Computer Science, Information Systems, Data Science, or a related field. 6 years of experience in data cataloging tools and platforms. In-depth understanding of metadata management principles and practices, as well as strong working knowledge of frameworks, processes, and tools for data lineage plotting and harvesting. Strong understanding of data governance principles, frameworks, and best practices. Familiarity with regulatory requirements and industry standards related to data privacy and security. Technical Skills: Proficiency in data modeling, database design, and data warehousing (e.g., SQL, NoSQL, Hadoop, MS Azure cloud, etc.). Understanding of cloud-based data platforms (Snowflake, Databricks). Experience with ETL/ELT tools and data integration technologies (e.g., Apache, DBT, Informatica, Matillion, Talend). Working knowledge of cloud services (i.e., MS Azure, AWS, Google Cloud). Strong understanding of data catalogs and lineage plotting practices and tools (Unity, Purview). Familiarity with data visualization and reporting tools (e.g., Webfocus, Power BI). Proficiency in programming languages such as Python or R. Soft Skills: Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills to collaborate with cross-functional teams. Ability to lead projects and mentor junior staff. Auto Insurance claims industry experience preferred. AMERICANS WITH DISABILITY SPECIFICATIONS PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. WORK ENVIRONMENT This is a fully remote position requiring reliable high-speed internet access and a dedicated workspace. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. AAA Life Insurance is hiring for Member Service Advocates! The Member Service Advocate is responsible for supporting all lines of insurance processing including: generating enrollments, providing exceptional customer service, and performing administrative tasks based upon member inquiries and requests. The goal is to exceed member expectations for the products we market and the services we provide and allow them an easy way of doing business with AAA Life Insurance Company. This is fast-paced, inbound call center, providing outstanding service to our current members/policyholders. Responsibilities How You'll Work Work Solution: Remote Relocation Eligibility: Not Available What You'll Do Responsible for handling member inquiries and providing resolution to problems that may require additional escalation in a way that reflects the Member Experience philosophy of Speed, Accuracy and Style. Exhibits strong communication and collaborative qualities and be able to deliver information confidently to members. Follows appropriate procedures to approve and process reinstatement forms within guidelines. Enroll members in coverage as opportunities are presented. Assist management in the receipt and resolution of insured's and member complaints. Demonstrate and continue to develop detailed and proven understanding of all AAA Life products and processes associated with providing service to the member. Consistently leverage our brand and our dedication to creating a positive member experience. Transfer and/or redirect members to other AAA Life Insurance departments and contacts when necessary. Qualifications Qualifications High School degree required; some college level coursework preferred. Perform accurate mathematical calculations (addition, subtraction, multiplication and division.) Must be flexible in their personal schedules and be willing to work overtime and weekends as business dictates. Preferred Qualifications Minimum 2 years' experience in a customer service related position required where there is a high value placed on the customer/member experience; insurance/call center experience preferred. Basic understanding and knowledge of life insurance company operations, policies and procedures and knowledge of various insurance products preferred Prior experience navigating and operating multiple computer applications and telephone technologies desired. While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. PM21 #LI-Hybrid

Operating within the core values and operating principles of the organization, the Senior Digital Media Specialist will lead the strategy, execution, and optimization of AAA Life's paid media campaigns. This position requires demonstrated success in managing large-scale, performance-driven campaigns and the ability to lead cross-functional teams and vendor relationships. The ideal candidate brings deep expertise in digital advertising platforms, campaign analytics, and media strategy. Responsibilities Own strategy and execution for paid media campaigns to meet aggressive sales and conversion targets. Provide advanced performance analysis and optimization recommendations based on KPIs and benchmarks. Lead strategic media planning discussions and present insights to internal stakeholders and leadership. Establish best practices for campaign setup, tracking, and reporting across all digital media channels. Oversee monthly budgets, manage large-scale media investments, and ensure spend alignment with ROI goals. Guide creative development by providing performance-informed briefs for copy, design, and video assets. Manage vendor relationships, ensuring accountability, innovation, and alignment with strategic objectives. Evaluate and recommend new advertising technologies, partners, and trends for testing and adoption. Lead the end-to-end process for contract management, compliance, and risk mitigation with new media vendors. Create executive-level dashboards and performance presentations for internal and external stakeholders. Mentor junior team members and contribute to departmental process improvements and knowledge sharing. Stay current with the latest trends in paid media, attribution modeling, privacy regulations, and martech platforms. Qualifications Bachelor's degree in marketing, communications, business, or a related field. 5-7+ years of experience in digital marketing and paid media management, ideally in a performance-driven environment. Demonstrated experience managing six-figure+ media budgets and cross-platform campaigns (Google Ads, Meta, Programmatic, etc.). Advanced proficiency with Google Analytics, Google Tag Manager, and campaign attribution tools. Experience leading vendor relationships and negotiating media buys. Proficient in Microsoft Excel and other analytics/reporting tools (e.g., Tableau, Looker, Power BI preferred). Ability to manage multiple projects simultaneously in a fast-paced environment. What We Offer: A collaborative, energetic work environment where you can put your passion for people to work Medical, Dental, Vision, Life and Disability coverage available day one Pension Plan Performance-based incentive plan 401k available with a Company match Holidays and Paid Time Off AAA Basic Membership #LI-Hybrid

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. At AAA Life, we are building a future-focused team using AI and automation to transform life insurance operations. If you're driven by meaningful work and want to deliver solutions that matter to millions of members, this is your opportunity. How You'll Work Work Solution: Hybrid (Tuesday- Thursday) Relocation Eligibility: Available Responsibilities What You'll Do We're seeking a highly motivated and technically skilled AI Modeling Lead to join our Automation and AI team. This role requires strong machine learning and data science expertise, excellent coding practices, and the ability to translate real-world business challenges into impactful AI solutions. The ideal candidate is a hands-on contributor who thrives in a fast-paced, purpose-driven environment while operating within the core values and principles of the organization. Lead the development and implementation of advanced machine learning models for strategic use cases. Define modeling standards, validation strategies, and performance benchmarks. Collaborate with business and technical teams to align models with operational goals. Mentor and guide modeling team members, sharing best practices and driving technical growth. Ensure model transparency, fairness, and governance compliance. Qualifications Qualifications Basic Required Qualifications Master's degree in computer science, Machine Learning, or a related field. 7+ years of experience in AI/ML modeling. Experience in technical leadership and /or cross-functional leadership. Preferred Qualifications Professional Degree (Ph.D) in Computer Science, Machine Learning, or a related field. Industry knowledge/experience in finance or insurance. Position Success Criteria Proven track record of delivering high-impact models to production. Familiarity with responsible AI practices and regulatory considerations. Expertise in predictive modeling, NLP, deep learning, and LLMs. Essential Job Functions While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. #LI-Hybrid

Job Family Internal Sales 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. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our March 2nd and April 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Remote (Field/Travel) Environment Schedule may vary to fulfill service levels during hours of operation Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 48,500 - $ 53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. 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 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

Job Family Regional / Field Sales 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. Summary This role is responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of voluntary benefit insurance products. This is accomplished by contacting new business leads, cultivating existing relationships and demonstrating excellent problem-solving skills to promote the sale of Transamerica's voluntary products. Responsibilities Collaborate with the Small Market Relationship Manager (RM) to develop and execute strategic business plans that increase the company's share of voluntary benefits in the market and enhance the visibility of Transamerica's voluntary products. Responsible for the sales, recruiting and activity goals delivered by the RM on behalf of the company in a defined geographical area (Region). Keep the RM appraised of any concerns you have in meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth. Proactively seek potential producers (Managing General Agents, General Agents and Individual Agents) to assess whether they may be a viable client for Transamerica. Discuss their business strategy and how Transamerica's voluntary products, services and enrollment options may meet their client's needs. Identify and contract enrollment technology companies or benefit communication firms. Daily contact with producers through inbound and outbound calls, emails, online meetings or webinars (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.) Document all proactive sales activity and pertinent issues in contact management system (SalesForce.com), i.e. appointments, thank you calls, monthly call campaigns, etc. Forward leads that exceed specified thresholds to the appropriate Selling Channel for coordination, follow up and document information in Salesforce.com. Partner with home office departments and operational support teams to build strong, positive relationships that drive growth and retention of Employee Benefits business. Qualifications Bachelor's degree in a business related field or equivalent work experience. Five years of sales experience in the insurance industry. Time management and organizational skills. Relationship building and listening skills to better assess a producer's needs and determine the type of sales support necessary to accomplish the objective. Verbal/written communication and presentation skills for maintaining daily contact and presenting webinars. The ability to work in a team environment. PC proficiency to document all sales activities. Preferred Qualifications Life/Health license. Insurance carrier sales experience with background and knowledge of administrative processes. Demonstrated sales success in insurance and/or employee benefits. Working Conditions Office environment Occasional travel (10%) *Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Compensation: The salary for this position generally ranges between $60,500-$75,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. At AAA Life, we are building a future-focused team using AI and automation to transform life insurance operations. If you're driven by meaningful work and want to deliver solutions that matter to millions of members, this is your opportunity. How You'll Work Work Solution: Hybrid (Tuesday- Thursday) Relocation Eligibility: Available Responsibilities What You'll Do We're seeking a highly motivated and technically skilled Senior Machine Learning Engineer to join our Automation and AI team. This role requires strong machine learning and data science expertise, excellent coding practices, and the ability to translate real-world business challenges into impactful AI solutions while operating within the core values and operating principles of the organization. The ideal candidate is a hands-on contributor who thrives in a fast-paced, purpose-driven environment. Develop and coach individual MLE's. Effectively balance multiple projects and provide guidance to MLE's on best practices and aligning with organizational objectives. Architecting solutions to solve business problems. Partnering with Business Units to assess and implement vendor AI tools. Assessment of intellectual property and company assets utilized by partners with their AI tools. Design and implement intelligent systems using Generative AI, Retrieval-Augmented Generation (RAG), and Agentic AI to enhance operational efficiency and decision-making. Develop AI agents that assist internal teams (e.g., Claims, Underwriting, Member Services) with tasks like summarization, document processing, and knowledge retrieval. Partner with strategic vendors and platform providers to explore and integrate enterprise-grade GenAI capabilities into AAA Life's ecosystem. Translate business problems into practical AI solutions, leveraging internal data and LLMs to create scalable tools. Implement and refine MLOps practices to support the deployment and monitoring of AI agents and services. Collaborate with stakeholders across operations, IT, and automation to align AI initiatives with business goals. Mentor junior engineers and advocate for best practices in responsible, sustainable AI implementation. Qualifications Qualifications Basic Required Qualifications Bachelor's degree in a quantitative discipline (Computer Science, Engineering, Statistics, etc.) or related field and 7+ years of hands-on experience developing and deploying machine learning models in production. OR Master's degree in a quantitative discipline (Computer Science, Engineering, Statistics, etc.) or related field and 5+ years of hands-on experience developing and deploying machine learning models in production. Experience working with NLP and/or large language models (LLMs). Preferred Qualifications Master's degree in a quantitative discipline (Computer Science, Engineering, Statistics, etc.) or related field. Industry knowledge/experience in finance or insurance. Position Success Criteria Excellent communication skills and ability to explain ML results to non-technical audiences. Strong knowledge of MLOps tools and model monitoring. Proficiency in Python and ML libraries such as Scikit-learn, TensorFlow, or PyTorch. Essential Job Functions While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. #LI-Hybrid

Job Family Regional / Field Sales 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. Summary Responsible for the distribution of Transamerica life insurance products for a defined territory in partnership with a field based Regional Vice President (RVP) and Internal Sales Partner. Responsibilities Develop new business and maintain existing business relationships by conducting web-based sales meetings with World Financial Group (WFG) agents, with focus on how to position the product to have better conversations and outcomes with clients, ultimately driving Transamerica life production and retaining market share. Emphasis on sales activities for new agent onboarding to increase the number of first-time agents writing Transamerica business and growing existing agent production. Provide WFG associates with up-to-date information on Transamerica products and timely business building ideas. Run national campaigns to grow Transamerica sales and market share including reach out to prospective WFG associates within targeted campaigns. Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD). Coordinate Webex presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources. Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager. Stay compliant in accordance with Transamerica rules, policies and procedures. Stay current on Transamerica life insurance products, and economic and market conditions. Qualifications Bachelor's degree in a business-related field or equivalent education/experience Two years of financial services/brokerage industry experience Two years of sales desk/hybrid/external wholesaling experience Life license Health license, or obtain within six months Excellent communication and presentation skills Time-management and organizational skills Ability to work as part of a team Proficiency using MS Office and sales tools Preferred Qualifications Professional designations (CLU, ChFC, CFP, CLTC) Working Conditions Remote (Field/Travel) Environment Occasional Travel Travel to conduct field training and participate in annual conventions The Salary for this position generally ranges is $60,000 annually. Please note that the salary range is a good faith estimate for this position and 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. This position is also currently eligible for sales and/or performance incentives of $60,000. Specifics will be reflected in individual incentive plan documents This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. 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. 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 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

We are seeking a highly skilled and versatile Senior Cloud Engineer - Unified Communications to lead the design, integration, and optimization of our enterprise contact center solutions. This role requires deep expertise in Genesys Cloud CX3, with strong working knowledge of Cisco Voice infrastructure, Verint Workforce Optimization, Microsoft Teams, and Power BI for reporting and analytics. The ideal candidate will play a key role in delivering seamless, secure, and data-driven customer engagement experiences. Responsibilities Design, configure, and maintain Genesys Cloud CX3 environments, including Architect call flows, routing strategies, and integrations. Collaborate with cross-functional teams to integrate 3rd Party, Salesforce, and Verint WFO/WEM solutions into the contact center ecosystem. Develop and maintain IVR scripts, queues, skills, and user profiles in Genesys Cloud. Ensure high availability, performance, and security of contact center platforms. Implement and support workforce management, quality monitoring, and speech analytics using all available environments. Troubleshoot and resolve complex issues across Genesys, Cisco, and Verint platforms. Monitor system performance and generate reports using CUIC, Genesys Analytics, and Verint dashboards. Participate in change management, documentation, and compliance processes. Provide technical leadership and mentorship to junior engineers and support staff. Resolves Help Desk tickets related to areas of assigned responsibility. Uses advanced problem-solving skills to isolate and identify user problems, including issues escalated from other staff, to include on-call support outside of “normal” working hours. Collaborates with team members to develop and assess Disaster Recovery plans. Follows company Change Management processes for the implementation of changes in the production network environment. Qualifications Bachelor's degree in Computer Science, Information Technology, or related field (or equivalent experience). Experience with SIP, VoIP, and network protocols. Strong communication and documentation abilities. Hands-on experience with Genesys Cloud CX3 platform, including configuration, administration, and troubleshooting. Strong understanding of Genesys Architect for call flow design, IVR scripting, and routing strategies. Proficiency in configuring queues, skills, user roles, and permissions within the Genesys Cloud environment. Ability to monitor and analyze contact center performance using Genesys Cloud reporting and analytics tools. Knowledge of Omnichannel capabilities including voice, chat, email, and social media within Genesys Cloud. Knowledge of compliance and security standards related to call recording and data retention. Integrate E911 solutions with platforms such as Cisco UCM/UCCE, Microsoft Teams, and Genesys Cloud. Collaborate with safety and facilities teams to maintain accurate location databases and emergency response plans. Knowledge of ITIL practices and experience in enterprise environments. Familiarity with Agile methodologies and SDLC processes. Strong documentation, architectural diagramming, and technical leadership skills. Preferred Qualifications: Strong understanding of Microsoft Teams architecture, administration, and voice capabilities (Direct Routing, Phone System, Teams-certified SBCs). Experience managing Teams policies, user provisioning, and Teams Rooms configurations. Experience with Teams PowerShell modules for automation and configuration. Microsoft certifications such as MS-700: Managing Microsoft Teams or Microsoft 365 Certified: Teams Administrator Associate are a plus. Genesys certifications such as Genesys Cloud Certified Professional (GCP) - Architect or Developer are a strong plus What We Offer: A collaborative, energetic work environment where you can put your passion for people to work Medical, Dental, Vision, Life and Disability coverage available day one Pension Plan Performance-based incentive plan 401k available with a Company match Holidays and Paid Time Off AAA Basic Membership #LI-Hybrid

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. The Case Support Specialist will be responsible for coordinating the process of individual life insurance and annuity applications or claim files through the process to be ready for decision. This involves working with medical facilities, vendors, funeral homes, agents, new business professionals and underwriters, applicants or beneficiaries, to gather documents and signatures. Responsibilities What You'll Do * Contact members and vendors via telephone and/or email as initiated by the business units to obtain the information needed, such as documents, signatures, and health or financial information in order to prepare the case for a decision * Use various computer systems such as FAST, LifeNotes, LifeDesk and AS400 to retrieve information and update case files * Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems * Create, maintain, and follow process & procedural documentation * Create and maintain effective, collaborative working relationships with both internal and external team members and leaders * Serve as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Insurance Agents, and Managers * Provide timely professional, friendly communication to our customers (agents, applicants, beneficiaries) regarding the status of their insurance cases. Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel * Interacts with a variety of vendors utilized by the company including labs, funeral homes, medical research firms, government agencies, and a variety of other relationships, utilized in the processing of claims. * Assists with analysis, development and implementation of new and enhanced procedures for processing. Actively participates in change management. * Provides input that may lead to simplification of the business model in forms, technology, processes and all day-to-day activities. Qualifications What do you offer? * High school education plus equivalent experience / Associate degree or equivalent work experience * Minimum 4 years of experience working in a life insurance agency or carrier operations * 5 years' experience in a process-oriented role * 2 years' experience in Life Insurance industry * Proven ability to handle multiple assignments with overlapping delivery dates and troubleshoot problems quickly and effectively * Excellent written and verbal communication skills * Proficient in all Microsoft Office Suite applications * Ability to use Salesforce.com, FAST AS400, LifeNotes and LifeDesk and other systems/tools What We offer: * A collaborative, energetic work environment where you can put your passion for people to work * Medical, Dental, Vision, Life and Disability coverage available day one * Pension Plan * Performance-based incentive plan * 401k available with a Company match * Holidays and Paid Time Off * AAA Basic Membership #LI-Hybrid While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. How You'll Work Work Solution: Hybrid (Tuesday- Thursday) Responsibilities What You'll Do The Enterprise Risk Management Intern will support the organization's ERM function by assisting in the identification, assessment, and monitoring of risks that could impact strategic objectives. Responsibilities include assisting with risk data collection and analysis and developing risk reports. Responsibilities may include participating in risk workshops, conducting research on emerging risks, and assisting in the improvement of risk management tools, frameworks, and methodologies. This role is ideal for someone analytical, detail-oriented, and interested in corporate governance, compliance, and strategic risk management. The work assigned to the intern will be somewhat defined and performed under direct supervision. Your Role Will Require You To: Work independently and collaborate effectively in a team environment Collect, organize, and analyze risk-related data. Assist business unit management in the development of key risk and control indicators, and strategic plans to prevent, eliminate and mitigate operational risks based on root cause analysis. Provide support in gathering data and compiling key metrics to develop risk reports. Research emerging risks, industry trends, and regulatory changes that may impact the organization. Provide support in the development of the end-user application inventory and related controls. Contribute to process improvement initiatives within the ERM program. Attend internal and external meetings to discuss risk, risk mitigation, and trainings. Qualifications Qualifications Basic Required Qualifications: Currently enrolled undergraduate student in good academic standing, entering or enrolled in junior or senior year Pursuing a bachelor's degree in business management, risk management, economics, business administration, accounting, or a related field Minimum cumulative GPA of 3.0 Proficiency in Microsoft Office applications (Excel, Word, PowerPoint) Effective written and verbal communication skills Preferred Qualifications Demonstrated interpersonal and relationship-building skills Interest in enterprise risk management, compliance, or related business functions Essential Job Functions While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. PM21 #LI-Hybrid

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. AAA Life Insurance is hiring for licensed Life Insurance Sales Agents! The Life Sales Agent is responsible for the sale of AAA Life Insurance products in a high volume, fast paced call center environment. Explains product features and benefits to potential customers for the purpose of promoting and selling various insurance products in order to achieve specific production goals. Provides services factoring in all applicable rules (underwriting, business procedures, etc) and performs follow-up as necessary to ensure placement of written business. Responsibilities How You'll Work Work Solution: Remote Relocation Eligibility: Not Available What You'll Do Promotes the sale of AAA Life Insurance products in a call-center environment. Recognizes and promotes cross-sell and up-sell opportunities in an effort to achieve specific sales production expectations. Completes appropriate applications and forms as necessary. Follows internal processing procedures to assure that transactions are handled in accordance with company policies and procedures. Provides advanced technical and product information in response to customers' inquiries to ensure achievement of established quality/sales goals with the end result to promote the sale of all AAA Life products. Achieve established sales goals and other performance expectations as defined by management. Successfully complete appropriate training relative to all AAA Life products and services. Perform other job duties as assigned or required. Qualifications Qualifications High School degree or equivalent required; some college coursework preferred. Minimum 2 or more years of sales and/or customer service experience required; at least one year in the insurance and/or financial services preferred. Current license to sell life insurance Proven track record of providing a high level of customer-focused services. Strong knowledge of MS Office and web related products Ability to enter information on various screens using a PC Keyboard Managing and navigating multiple sources of information and applying as needed Work extended/irregular hours to include weekends/holidays Strong inter-personal skills Strong verbal and written communication skills, including the ability to explain complex issues to a range of audiences Ability to work in a team environment #LI-Remote While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. As a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion. Note: Must be willing and able to work 9:30am to 6:00pm shift Responsibilities How You'll Work Work Solution: Remote Relocation Eligibility: Not Available What You'll Do Tasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions. Process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction. Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures. Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines. Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications. Handles customer inquiries to include agents and members. This role may also: Process reinstatements, and conversions. Generates reports, correspondence and form letters for additional information, document files and follows ups. Reviews and processes new applications for life insurance and annuity products. Handles customer inquiries to include agents and members. Qualifications Qualifications 1 -2 years' experience in process-oriented customer service role. High School diploma or equivalent and some college level coursework required. Strong Computer and Data Entry skills Proficient with MS Office software Experienced with internet-based systems. Preferred Qualifications Excellent Verbal and Written Communication skills. Able to review data/documents for accuracy and consistency' take action to prevent mistakes; follow procedures closely; keep records accurate and up to date. Able to interpret situations and information objectively when stressed; remain calm and professional in potentially volatile or emotionally charged interactions; maintain high productivity in stressful situations; maintain high performance in the face of setbacks or rejections; view failures objectively and rebound quickly. Able to demonstrate mastery of the technical/functional skills necessary for performing own job. Able to gather appropriate data and diagnose the cause of a problem before taking action; separate causes from symptoms; apply lessons learned from others who encountered similar problems or challenges; anticipate problems and develops contingency plans to deal with them; develop and evaluate alternative courses of action. While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. Who are we looking for? We are seeking a dynamic and detail-oriented Project Manager who thrives in a fast-paced environment. You should be passionate about delivering results and taking on responsibility, highly organized, and able to manage multiple projects simultaneously. The ideal candidate is a natural leader with strong communication skills, capable of driving cross-functional teams toward a common goal. You are a problem solver with a proactive approach, who enjoys overcoming challenges and is committed to continuous improvement. Your ability to anticipate risks and manage resources effectively will be key to your success. Responsibilities How You'll Work Work Solution: Hybrid Relocation Eligibility: Available What You'll Do Project Planning & Initiation Collaborate with stakeholders to gather requirements and define project scope, objectives, and success criteria of multi million strategic Operations projects Develop comprehensive project plans outlining timelines, milestones, resource allocation, and key deliverables Create detailed work breakdown structures and task assignments to ensure clear understanding of roles and responsibilities Team Leadership & Collaboration Lead and motivate cross-functional teams, ensuring all members understand project goals and their specific contributions Facilitate effective communication within the team, fostering a collaborative environment that encourages knowledge sharing and problem-solving Follow up diligently and consistently with task owners to ensure deadlines are met and the project progresses according to plan Whenever things do not go as planned, redefine plan, assign new timelines, and communicate effectively Stakeholder Management Serve as the primary point of contact for all project-related communications, ensuring stakeholders are informed of progress, risks, and issues Facilitate regular status meetings and produce comprehensive reports that summarize project status, potential risks, and mitigation strategies Manage expectations by aligning project deliverables with stakeholder needs and addressing any changes in scope or priorities Risk Management Identify potential risks throughout the project lifecycle, assessing their impact and likelihood Develop and implement risk mitigation strategies to minimize the impact on project timelines, costs, and quality Monitor ongoing risks, adjust plans as necessary, and communicate risk management activities to stakeholders Budget & Resource Management Develop and manage project budgets, ensuring projects are delivered within financial constraints Track project expenses, approve expenditures, and ensure accurate financial reporting throughout the project lifecycle Optimize resource utilization, balancing team capacity with project demands and reallocating resources as necessary to meet project objectives Timeline & Milestone Management Develop and maintain detailed project schedules, ensuring all tasks are assigned, tracked, and completed on time Monitor progress against the project plan, identifying and addressing any delays or deviations from the schedule Ensure critical milestones are met, coordinating with team members to expedite tasks where necessary Qualifications Qualifications Bachelor's degree in any field 3 to 10 years of experience in project management Preferred Qualifications Pragmatic self-starter Ability to thrive in a fast-paced work environment within a growing company and successfully manage multiple priorities at the same time Strong proficiency in project management software (e.g., MS Project, Jira, Trello) Solid understanding of project management methodologies (Agile, Waterfall, etc.) Excellent communication and interpersonal skills Certification in PMP, PRINCE2, or Agile (preferred but not required) While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. #LI-Hybrid

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. At AAA Life, we are building a future-focused team using AI and automation to transform life insurance operations. If you're driven by meaningful work and want to deliver solutions that matter to millions of members, this is your opportunity. How You'll Work Work Solution: Hybrid (Tuesday- Thursday) Relocation Eligibility: No Responsibilities What You'll Do We have a great opportunity in our Information Technology (IT) department for an Intern. Our IT Internship will provide hands on work experience in an innovative, fast-paced technical environment. As an intern in IT, you will gain on-the-job business and technical skills utilizing the latest IT technology and practices. During this program, the IT Intern may be assigned to various positions/rotations within the IT department or just one. During their internship period, exact rotations will be determined based on individual skill and department needs. Rotations may occur in the following areas: Project Delivery, Quality Assurance, Application Development, Network Services and Information Security. Rotation 1 - Position Responsibilities The Project Delivery rotation will provide the IT Intern the opportunity to assist one or more project managers with managing the details of IT projects to include the day-to-day business and internal team organization and communications, assisting with producing project deliverables. The Project Coordinator supports senior Project Management team resources on projects. Goals Learn the Agile methodology Become familiar with project lifecycle activities such as initiation, kickoff and ceremonies such as Standup, Backlog Grooming, Retrospectives and Story Mapping Learn to elicit, analyze, translate, and document business requirements into functional and non-functional requirements. Project Examples Business process modeling Handle a variety of project planning and coordination and information system analysis tasks Allocating work Rotation 2 - Position Responsibilities The Quality Assurance rotation would provide the opportunity to learn basic testing, test planning, and automated testing skills. The IT Intern would initially be paired with a senior QA team member to help them through the learning curve of AAA Life. Within 2 - 3 weeks, they will be placed on a project for the duration of this rotation. Goals Introduce the IT Intern to testing and Quality Assurance An opportunity for exploring a Quality Assurance career Complete a QA roadmap project or increase manpower on an IT project Project Examples Automate the regression suite for a AAA Life application or webservice Increase the automated testing suite functionality Undertake a process improvement task and take to adoption Provide assistance on an IT project Rotation 3 - Position Responsibilities The Application Development rotation would be offered the opportunity to learn several web technologies including Java, Spring MVC, Spring-Rest, Spring Soap, Spring Data, Test Driven development, pair programming, and agile methodology. The IT Intern would be part of a web project team and would be paired with several members of the team to deliver production ready code in a live project. Goals Introduce the IT Intern to Java programming and other web technologies. An opportunity for exploring a Software development career Project Examples Create a Web Service using Spring framework Work on Web team's technical backlog Undertake a process improvement task and take to adoption Provide additional manpower on a Governance-approved IT project Rotation 4 - Position Responsibilities The Network Operations rotation would provide the opportunity to learn basic troubleshooting, installation automation, and system administration. The IT Intern would pair with other employees in this role reviewing current documentation and taking on multiple roles and responsibilities. This role would communicate frequently with all parts of the organization honing their communication skills. Goals Be able to handle all functions of Level 1 Support Be a backup system administrator for a select number of systems Create and deploy automation packages Project Examples Disposition and manage incidents and requests using Service Now Create new users or modify existing accounts Update an application on all user workstations using KACE Build new machines and wipe clean old machines Rotation 5 - Position Responsibilities Work with members of the Information Security team to improve, monitor and manage difference aspects of the AAA Life security program. This role would utilize verbal and written skills to update and create documentations for policies and procedures. It would also require the use of a number of different systems in the environment. Goals Be able administer one or more systems Fulfill user access requests Triage and close security incidents Documentation Project Examples Follow IT practices for creating and tracking tasks including reporting on progress Attend team meetings and provide updates on project progress and any road blocks Assessment of DLP tool setting options Define roles and user access Documentation of technical settings, both those proposed to be implemented and those available Qualifications Qualifications Basic Required Qualifications Must be authorized to work in the U.S. without sponsorship. Majors in Computer Science, Data Science, Computer Engineering, Software Engineering, Cyber Security, Information Technology, or related field. Must be at least Sophomore, Junior or Seniors at an accredited university by the summer of 2025. Strong written and oral communication. Strong analytical, problem solving and critical thinking skills. Ability to think and work independently within a professional setting. Flexibility to work within a multiple discipline team and receive dynamic on the job training. Highly organized, ability to manager and prioritize numerous tasks. Essential Job Functions While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. PM21 #LI-Hybrid

Expected timeframe of internship: Mid- May through August 2026 Understand and gain exposure to the roles and responsibilities of the Investments & Treasuring department at AAA Life. Gain exposure to working with Investment and Finance Systems (AS400, laservault, Basware, OneStream, Bloomberg). Tasks to be performed Prepare account reconciliations Create journal entries Assist with daily and monthly investment functions Assist with daily and monthly treasury functions Assist with creating a centralized depository for treasury and investment documents, enabling AI queries through internal Co-pilot Assist with setting up investment forecast for budget purposes. Qualifications Rising College Junior and above; (1 st year Graduate students are also welcome) Enrollment in an Accounting, Finance or Actuarial programs Proficiency in PC applications (Excel) Detailed-oriented, with a high degree of accuracy. Ability to handle multiple priorities and to be self-motivated. Work independently and under pressure to meet deadlines. Work extended hours or weekends as needed (month end processing, summer budget season). Excellent written and oral communication skills.