Transamerica · 5 months ago
Document Management Coordinator
Transamerica is a financial services company that focuses on helping people plan for their financial futures. The Document Management Coordinator will be responsible for processing inbound and outbound mail, as well as preparing, scanning, and indexing documents into the Automated Workflow Distribution system (AWD).
Financial ServicesImpact InvestingInsurance
Responsibilities
Process incoming mail to include identification, research, keying and preparation for scanning
Process outgoing mail
Key customer/group policies and scan documents into AWD
Store documents and retrieve as needed
Handle returned mail
Data entry for document identification within AWD
Qualification
Required
High School Diploma or related work experience
Accurate data entry and 10-key skills
Excellent attention to detail
Basic understanding of MSOffice (Outlook, Word, Excel)
Good interpersonal communication and customer service skills
The ability to work in a fast-paced team environment
Valid drivers license as applicable by work location
Benefits
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 (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach 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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Recent News
2025-12-21
Company data provided by crunchbase