Underwriting Trainer II

Transamerica

. Design, deliver, and administer specialized training in life, annuity, and health underwriting .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $90,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in designing and delivering specialized training programs in life, annuity, and health underwriting, with a focus on risk assessment and modeling. Proficient in evaluating training effectiveness and implementing career development initiatives to enhance employee engagement.

Highest-signal resume keywords

Underwriting TrainingRisk AssessmentCurriculum DesignMS Office ProficiencyFLMI Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Underwriting ExperienceAnalysis TechniquesModeling ToolsLearning Criteria DevelopmentTraining Effectiveness Evaluation

Soft Skills

Outstanding Communication SkillsCreative ThinkingCollaboration

Certifications & Qualifications

FLMIFALUCLU

Industry Keywords

Insurance IndustryFinancial ServicesEmployee EngagementCareer DevelopmentRegulatory Rules

About the role

Key responsibilities & impact

Design, deliver, and administer specialized training in life, annuity, and health underwriting
Cover analysis techniques, risk assessment, modeling, and tools and technology used to interpret and apply criteria for accurate risk assessments
Implement career development and engagement programs to improve the employee experience
Apply best practices in curriculum design and delivery to department staff and stakeholders
Develop clear and measurable learning criteria for different levels of underwriting knowledge and technical expertise
Keep current on regulatory rules, product offerings, and technology advances
Share insights through group and individual training
Evaluate training effectiveness and identify gaps
Collaborate with management to enhance the learning experience
Assess team needs and create opportunities for career development and employee engagement
Participate in cross-functional projects and programs requiring collaboration with Underwriting

Requirements

What you’ll need

Six years of underwriting experience in the insurance/financial services industry
Skilled in underwriting training or project/process management in a corporate environment
Outstanding written and oral communication and presentation skills
Ability to communicate technical information in a learning environment
Strong documentation and writing/editing skills
Creative thinker and collaborator to design engaging learning and development programs
Proficiency using MS Office
Bachelor’s degree in business or finance preferred
FLMI, FALU, or CLU certification preferred

Benefits

Comp & perks

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
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