Lead Life & Annuity Regulatory Analyst

Transamerica

. Research complex transactions related to daily monitoring of policyholder processing .

Posted 10/9/2026full-timeUnited StatesSenior💰 $30 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in annuity and life product taxation, including compliance with tax laws and effective communication with diverse audiences. Proven ability to lead teams in problem resolution, enhance product initiatives, and execute comprehensive testing for accurate implementations.

Highest-signal resume keywords

Annuity ConceptsTax Law InterpretationTeam LeadershipAnalytical SkillsCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data GatheringTroubleshootingTesting CoordinationCost-Basis UpdatesForeign ReportingWithholding ManagementProduct EnhancementPerformance FeedbackDocumentationDecision Making

Soft Skills

Interpersonal SkillsEffective CommunicationAttention to DetailSelf-MotivationTeamwork

Industry Keywords

Financial ServicesInsurancePolicyholder ProcessingInformation ReportingCustomer Escalations

About the role

Key responsibilities & impact

Research complex transactions related to daily monitoring of policyholder processing
Gather data from multiple administrative support systems and interpret, troubleshoot, and answer business unit questions related to product taxation and reporting
Lead team in resolving production system problems and customer escalations
Interpret tax law changes and identify actions for departments affected by annuity and life product taxation changes
Maintain and support records for tax-law functions including aggregation, manual cost-basis updates, foreign reporting, and withholding
Lead product enhancement initiatives impacting Information Reporting and Withholding
Plan, coordinate, and execute comprehensive testing, including validation of results for accurate and compliant implementations
Support management and department by implementing and monitoring individual and team objectives and goals
Provide performance feedback and documentation for team members
Mentor team members and provide feedback to ensure correct handling and customer satisfaction
Perform other duties as assigned based on divisional needs

Requirements

What you’ll need

High School diploma or equivalent
5+ years with annuities, insurance or financial services
Associates degree or equivalent education/experience (preferred)
Highly developed interpersonal skills and ability to communicate effectively to a variety of audiences
Ability to work under pressure and show effective decision making skills
Self-motivated
Strong analytical, customer service, number recognition and teamwork skills
Strong attention to detail
Excellent verbal and written communication skills
In depth understanding of fixed and variable annuity concepts
Hybrid work arrangement with in-office attendance Tuesdays, Wednesdays and Thursdays

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs