Transamerica Electronic Enrollment Specialist in Norwood, Massachusetts

Job FamilyEnrollment Case Spec

Job Description SummaryAre you a data geek? Do you pride yourself on your accuracy and attention to detail? Are you tired of working with the status quo, and want to be rewarded for your abilities? If your answer is yes, we are looking for you!Job Description

What You Will Do: You will act as lynch pin to vendors for enrollment files, the subject matter expert for cases and transactions that have a massive impact on our customers.

What You Will Learn: You will be working with a growing team in the Boston area, and getting involved in this role from the ground up. Your product knowledge will flourish in a supporting training environment, as you develop a career that focuses on the customer experience. You will learn what it means to work for a company that is heavily invested in its employees, and in future growth.

What Success Looks Like:

  • Process and evaluate electronic files submitted by clients and vendors.

  • Work with clients, vendors and internal resources to resolve issues.

  • Act as a primary resource for policy level issues and procedures for the electronic enrollment process.

  • Review pending or rejected electronic applications and identify errors or file discrepancies.

  • Determine whether application needs to be reviewed by Underwriting or moved to a finalized status.

  • Review accuracy of case set up for application components to ensure it is complete (e.g. coverage types, issue limits, rates, search keys, etc.).

  • Coordinate necessary corrections with Client Relationship Manager or Account Implementation Specialist.

  • Support and execute complex research tasks and communicate the results.

  • Identify and suggest improvements to electronic processes to ensure a quality product is produced.

  • Assist with application level testing/ implementation of new products and builds, and enhancements to existing electronic enrollment systems.

  • Receive IT reports regarding pending, issued or rejected policies/certificates.

  • Work to resolve outstanding issues, ensuring pending policies are processed within department standards

  • Establish and maintain excellent communication with Client Relationship Managers, Account Implementation Specialists, Underwriting, electronic enrollment BA, and related business units

What You Need:

  • Associate’s degree in a business-related field or equivalent work experience

  • Attention to detail in order to accurately load files.

  • Problem-solving and analytical skills.

  • Strong working knowledge of Excel and how to create Excel formulas.

  • Good written and verbal communication skills to interact with all levels of the organization.

  • Ability to consistently meet deadlines and service level standards.

  • Minimum 1 years’ experience in the insurance or financial service industry.

  • It would be great to have knowledge of .xls, .csv, pipe-delimited and .xlsm (macro-enabled), ASCII text files, FTP/EDI process and a basic understanding of underwriting concepts, voluntary life and health insurance products and systems helpful.

What You Receive:

A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.

Why Work for Us

Total Rewards at Transamerica: It’s more than a paycheck.

Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Ontario Applicants:

Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Technical Assistance:

If you experience technical problems during the application process, please email

At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by 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 focused on helping customers secure their long-term financial futures.

Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit