Full-Time
Premium Specialist
Posted on 9/10/2025
Transamerica
10,001+ employees
Financial services and longevity planning
No salary listed
Cedar Rapids, IA, USA
In Person
 Accounting (2) |
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- Associates degree or equivalent work experience.
- Analyze, process and accurately update policy payments in all applicable applications in a timely manner
- Working in a collaborative manner to meet established departmental service level goals
- Ability to multi-task in high volume environment on a daily basis and make sound business decisions while maintaining acceptable quality and productivity benchmarks.
- Excellent interpersonal skills with all levels of the organization internal and external including verbal and written communication
- Performs other duties as assigned based on division needs
- Maintain working knowledge of administration system processes.
- Proficient in windows environment.
- Customer Service skills with data entry experience.
- Strong problem solving, math and communication skills.
Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Baltimore, Maryland
Founded
1904
Simplify's Take
What believers are saying
- Stable value Investment Only version expands access across third-party recordkeepers for principal protection.
- TALV and TABD ETFs on NYSE leverage subadvisors with 0.49% and 0.39% capped expense ratios.
- Empathy partnership provides loss support and legacy planning to 10 million policyholders.
What critics are saying
- Performance Lock+ adoption over 30% compresses spreads via low-yield holding accounts within 12-24 months.
- Step-Up rider creates unlimited equity hedging costs during bull markets in 18-36 months.
- Cedar Rapids layoffs signal margin pressure, degrading service and increasing attrition in 6-12 months.
What makes Transamerica unique
- TSIA Income RILA launched May 4, 2026, offers age-based withdrawal increases for flexible lifetime income.
- Performance Lock+ enables free monthly gain locking and re-entry into index options on all RILAs.
- Pearl AI assistant cuts retirement rollover timelines by over 50% using Zingly platform.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
Pension Plan
Employee Stock Purchase Plan
Tuition Reimbursement
Paid Vacation
Paid Sick Leave
Paid Holidays
Parental Leave
Adoption Assistance
Employee Assistance Program
Wellness Program
Flexible Work Hours
Paid Time Off
Employee Discounts
Career Training & Development Opportunities
Employee Matching Gifts Program
Referral Bonus Programs
Inclusion and Diversity Programs
Employee Resource Groups
Company News
Fewer than 25 Iowa employees laid off from Transamerica. Published: Apr. 9, 2026 at 10:20 AM PDT | Updated: 32 minutes ago CEDAR RAPIDS, Iowa (KCRG) - Transamerica said "fewer than 25 employees" were impacted by layoffs in Iowa, a media relations spokesperson told KCRG Thursday. Transamerica is a life insurance and financial services company with a location in Cedar Rapids. The company said the positions were eliminated as it is transitioning to a new retirement operations model. Transamerica said its Cedar Rapids location remains its largest office and a key hiring hub. The company is headquartered in Baltimore. KCRG reached back out requesting additional details about when the workers were notified, if any of them are still working and if any positions would be relocated. A Transamerica spokesperson replied that there is no additional information to share at this time.
Transamerica launches ai-powered 'Pearl' to speed retirement plan rollovers. New virtual assistant combines AI, data, and human support to help participants consolidate retirement accounts in days instead of weeks March 16, 2026 Consolidating retirement accounts in days instead of weeks is the goal of "Pearl, The Transamerica Virtual Assistant," introduced by the company today. Pearl is a new, purpose-built digital experience that brings together AI, data and human support in a single, continuous workflow - designed to help retirement plan participants move savings from other retirement accounts into Transamerica with greater speed, simplicity and support. By reducing friction, enabling intelligent orchestration and improving continuity, Transamerica says Pearl cuts the typical transition timeline by more than 50%, and participants using Pearl do not incur any additional fees. "At Transamerica, we're enhancing customer experiences and actively fulfilling our commitment to helping people save and invest for their future selves," said Oriana Freidenberg, head of Customer Experience and Marketing at Transamerica. "Pearl makes it easier for our retirement plan participants to take action with clear guidance and timely support - while ensuring a Transamerica representative is readily available if a personal conversation is their preferred choice or the best next step." In a press release today, Transamerica noted that consolidating retirement assets is an important financial decision, but the process has traditionally been fragmented - often involving paperwork, multiple steps, and uncertainty about what comes next. Pearl streamlines this experience by creating a single, persistent participant space where AI guidance, relevant data, and human support come together in one place, rather than across disconnected channels, which the company says helps participants stay informed and move forward with confidence from start to finish. Participants are guided through key action steps like account verification, document collection and secure transfer of funds. Pearl helps ensure participants know what to do at each stage - reducing confusion, limiting rework and supporting a smoother path to completion. Pearl is designed with strong safeguards to help protect participant information, including encryption and robust security controls to support privacy and security throughout the experience. Together, these capabilities reflect a platform built to meet the regulatory expectations of the financial services industry. For this initiative, Transamerica teamed up with Zingly, an enterprise AI-powered customer experience platform. Zingly provides the secure, multimodal AI technology layer powering Pearl's intelligent experience, supporting Transamerica's continued focus on delivering innovative experiences for clients, plan sponsors and participants. On-demand human support. While Pearl streamlines the end-to-end experience, participants are not limited to a digital-only path. At any time, they can connect with a Transamerica representative for one-on-one support - whether they want reassurance, have questions or simply prefer speaking with a person. Human assistance is available during business hours. If a participant reaches out after hours, a representative responds the next business day to help ensure timely follow-up and continuity. Pearl remains available around the clock to answer questions, maintain progress and preserve context, ensuring participants can keep moving forward even outside business hours. Baltimore-based Transamerica is a leading provider of life insurance, retirement, and investment solutions for more than 10 million Americans. Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business. October 14, 2022 In "401(k) Practice" November 16, 2021 In "401(k) Products" August 30, 2023 In "401(k) Practice"
Transamerica has launched Pearl, an AI-powered virtual assistant that reduces retirement account consolidation time from weeks to days. The tool combines artificial intelligence, data and human support in a unified workflow to help participants transfer savings from other retirement accounts. Pearl provides step-by-step guidance through account verification, document collection and fund transfers, whilst maintaining security through encryption and privacy controls. Participants can access human representatives at any point during business hours, with Pearl available round the clock to maintain progress. Developed in partnership with Zingly, an enterprise AI customer experience platform, Pearl has reduced typical transition timelines by over 50%. The service is included at no additional cost to participants. Transamerica serves over 10 million Americans with life insurance, retirement and investment solutions.
Transamerica launches AI assistant for retirement rollovers. The tool combines artificial intelligence and human support to speed consolidation of retirement accounts. Anthony R. O'Donnell // March 16, 2026 (Image source: Transamerica homepage.) Transamerica (Cedar Rapids, Iowa) has launched a virtual assistant designed to simplify the process of consolidating retirement accounts.The assistant, called Pearl, combines artificial intelligence, data and human support within a single workflow to help retirement plan participants move assets from external retirement accounts into Transamerica plans, according to a statement from the insurer. "At Transamerica, we are enhancing customer experiences while supporting people saving and investing for their future," comments Oriana Freidenberg, Head, Customer Experience and Marketing, Transamerica. "Pearl provides participants with guidance and timely support while ensuring a Transamerica representative is available when personal assistance is needed." The platform guides participants through steps such as account verification, document collection and transfer of funds. Transamerica says the system provides a single interface that combines automated guidance with access to representatives for assistance. The tool was developed with support from Zingly (Norris Canyon, Calif.), an enterprise artificial intelligence platform that provides the underlying technology for the assistant. Participants can access human assistance during business hours while the digital assistant remains available at all times to provide guidance and maintain workflow continuity. Transamerica says the tool can reduce the typical retirement account consolidation timeline by more than 50 percent. Transamerica provides life insurance, retirement and investment products to more than 10 million customers in the United States and is part of Aegon.
Empathy, a technology company specialising in end-of-life planning and support, has announced a collaboration with Transamerica, one of America's largest life insurance providers serving over 10 million customers. The partnership will provide eligible Transamerica policyholders access to Empathy's Loss Support and LifeVault platforms. The collaboration offers families comprehensive guidance through bereavement, including funeral planning, claims management and estate organisation. Empathy currently serves more than 45 million families through partnerships with leading North American life insurers and handles one in five US life insurance claims beyond the payout. To support the expansion, Empathy has appointed Seth Miller as chief distribution officer. The company has raised $162 million from investors including Index Ventures and General Catalyst.