Intermediate Account Manager - Retirement (Mid-Market)

Job description

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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 — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description Summary Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction. Job Description Responsibilities • Under minimal supervision, provide support for daily administration of retirement plans. Identify customer expectations and develop a strong working relationship. • Coordinate with manager to research issues and negotiate problem resolution. • Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders. • Provide prompt, accurate and consistent information that meets or exceeds quality metrics. • Recognize and communicate possible improvements to management. • Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues. • Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities. • Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, outside assets, stock, outsourcing, etc.). • Gather data from multiple systems to interpret, trouble-shoot and resolve problems with limited management assistance. • Lead effective/strategic client meetings either face-to-face or via conference call. • Assist with mentoring new account managers. Qualifications • Bachelor’s degree in a business field or equivalent education/experience • Three years of customer relationship experience, including one year of retirement or financial services industry experience • Knowledge of daily administration of retirement plans • Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing • Effective presentation, influence and negotiation skills • Ability to align behaviors and work to Transamerica’s Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity • Proficiency using MS Office tools, including Excel Preferred Qualifications • ASPPA designations (e.g. RPF, QKA) and/or related certifications • Knowledge of internal systems (P3, Workplace Platform, AQT, etc.) • Knowledge of Salesforce Working Conditions • Office Environment • Occasional Travel Compensation: The salary for this position generally ranges between $52,000-$62,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Disclaimer:Beware of fake job offers!We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:We will never request personal information such as ID or payment for equipment upfront.Official offers are sent via DocuSign following a verbal offer—no