Int Account Manager-Retirement

Transamerica Retirement Plan Administrator

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.

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.

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

Working Conditions

Office environment. May travel (up to 10%) for client meetings and sales presentation finals.

Compensation

The salary for this position generally ranges between $50,000 - $58,000 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. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company's discretion.

What We Offer

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