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Transamerica

Financial services and longevity planning

Lead Workforce Management Analyst

Customer Experience & SupportPosted on Nov 11
Full-time

About the Job

Requirements

  • A bachelor's degree in a business-related field or equivalent education/experience is required.
  • Eight years of experience in workforce management is required.
  • Written and verbal communication skills are required to present information to all levels of the organization.
  • Analytical and problem-solving skills are required.
  • Organizational skills are required to handle multiple and complex initiatives.
  • Coaching skills are required.
  • PC proficiency with advanced skills in Microsoft Excel is required.

Responsibilities

  • Facilitate the implementation plan to onboard new teams into the workforce program and interact with senior management to align larger functional departments.
  • Analyze business events and historical work-volume patterns and trends, as well as current and historical staffing levels; produce volume and staffing forecasts and make strategic recommendations on staffing levels and training needs.
  • Facilitate daily, weekly, monthly, and yearly planning processes, providing insight and recommendations on load balancing and augmentation strategies to meet service objectives and manage costs.
  • Collaborate with front-line managers on intraday and change-management processes and recommend actionable adjustments to meet objectives.
  • Lead review sessions with management regarding work volumes, service levels, production results, and drivers, and recommend improvement action plans.
  • Develop relationships with operational leadership through daily communication and proactively gain an understanding of departments and functions.
  • Produce reporting to enhance operational insight, increase business results, and track the business value of workforce management.
  • Coach and mentor operations management in the use of workforce tools and methods.
  • Coach and mentor staff analysts and manage staff as needed.

Desired Qualifications

  • Experience in a team lead or supervisory role is preferred.
  • Strong communication and interpersonal skills, including the ability to collaborate, influence, and communicate with senior leadership and executive stakeholders, are preferred.

About the Company

Transamerica

Financial services and longevity planning

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
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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