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Chad Jurgenson

Underwriting at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/transamerica">Transamerica</a>
Intro Book
Chad Jurgenson, a seasoned financial services professional with 20+ years of experience, holds an MBA from Drake University and a degree in Business Management from Central College, serving clients in the Cedar Rapids, Iowa area.
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Location
Cedar Rapids, Iowa, United States, US
Languages
  • English -
Skills
  • 20+ Years Experience In Financial Services
  • 401k
  • Retirement
  • Insurance
  • Retirement Planning
  • Show all
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Bio

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Chad Jurgenson is a seasoned executive with 20+ years of experience in financial services, spanning across prominent organizations such as Transamerica, Fidelity Investments, and American General Life Companies. As a seasoned leader, he has held various roles, including Lead Underwriter, Vice President of Account Management, and Director, Internal Consulting, where he leveraged Six Sigma methodology to drive process improvement. Chad holds an MBA from Drake University and a Bachelor's degree in Business Management from Central College.

Experience

  • Transamerica
    • United States
    • Financial Services
    • 700 & Above Employee
    • Underwriting
      • Sep 2016 - Present

      Lead a team responsible for evaluating all aspects of retirement plan opportunities to determine their suitability for our organization, and identifying pricing and administrative impacts.

    • Vice President
      • Mar 2009 - Aug 2016

      Vice President of Account ManagementResponsible for the National Account Management function at Transamerica Retirement Solutions.Previously responsible for Retirement Plan Operations including 5500, Compliance Testing, Technical, Cash, Cashiering, and various Project Teams.

  • Fidelity Investments
    • Westlake, TX
    • Vice President
      • Sep 2007 - Feb 2009
      • Westlake, TX

      Responsible for Cashiering functions

  • Transamerica
    • Cedar Rapids, Iowa Area
    • Vice President Operations
      • Sep 2002 - Sep 2007
      • Cedar Rapids, Iowa Area

      Responsible for Retirement Plan Operations including 5500, Compliance Testing, Technical, Cash, Cashiering, and various Project Teams.

  • American General Life Companies, part of the AI...
    • Springfield, Illinois Area
    • Director, Internal Consulting
      • Jan 1999 - Sep 2002
      • Springfield, Illinois Area

      Project Management and Process Improvement roles utilizing Six Sigma methodology

  • Principal Financial Group
    • Des Moines, Iowa Area
    • Manager
      • Jun 1993 - Jan 1999
      • Des Moines, Iowa Area

      Pension Underwriting / Consulting

Education

  • Drake University
  • 1989 - 1993
    Central College

Suggested Services

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Industry Focus. “Financial Services”

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