Intermediate Account Manager - Retirement

Summary

Transamerica is a financial services company providing insurance, retirement, and investment solutions. The Intermediate Account Manager - Retirement supports daily retirement plan administration, resolves customer and client issues, and develops relationships with clients, financial professionals, and internal service teams to improve satisfaction and retention.

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

Skills

• 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
• Occasional Travel <10%
• Travel for client meetings and sales finals presentations
• 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
• ASPPA designations (e.g. RPF, QKA) and/or related certifications
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
• Knowledge of Salesforce

Qualifications

Must Haves

• 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
• Occasional Travel <10%
• Travel for client meetings and sales finals presentations
• 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

Nice to Haves

• ASPPA designations (e.g. RPF, QKA) and/or related certifications
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
• Knowledge of Salesforce

Benefits

• 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
• 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