Sales Partner Brokerage

Transamerica Life Distribution Channel Account Manager

Responsible for assisting with account retention and sales growth within the Transamerica Life Distribution Channel. Manage case inventory with a focus on exceptional customer service and improving metrics and processes.

Responsibilities :

• Responsible for hosting and delivering administrative training for senior marketing directors and their agents in getting appointed with Transamerica, submitting a policy, communications with new business and underwriting departments, and getting the policy placed in force.
• Align with RVPs sales plans to grow business in hierarchies starting to write with Transamerica to increase market share.
• Communicate with senior marketing directors to help move their agents' cases forward with outstanding requirements.
• Partner with RVP and virtual regional wholesaler for training on the Transamerica process flow.
• Manage the business inventory, cycle time, and placement ratio for assigned RVP. This includes proactive management and monitoring of cases in all the stages of new business and underwriting and communicating that information to the appropriate regional vice presidents.
• Assist with providing proactive, positive, candid, and meaningful communications with assigned field agents and above, and their staff.
• Serve as the agency's liaison / expediter / confidant / champion on service, sales, marketing, contracting and licensing, and operations department issues.
• Identify areas of improvement, internally and externally, to enhance established metrics and the service provided.
• Participate in weekly calls with RVP to review results, trends and metrics, and to define areas of opportunity and offer suggestions for improvements.
• Assist in providing education to operations areas to help the employees understand the distribution channel to enhance and improve the customer experience with Transamerica.
• Some travel with RVPs to introduce them to the larger hierarchies.

Qualifications :

Preferred Qualifications :

Working Conditions :

The salary for this position generally ranges between $50,000-$65,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is also currently eligible for sales and / or performance incentives up to $20K annually. Specifics will be reflected in individual incentive plan documents.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits :

Benefits Package :

Health and Work / Life Balance Benefits :

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's parent company, Aegon, acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.