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Int Account Specialist-Retirement
Int Account Specialist-RetirementTransamerica • Cedar Rapids, IA, US
No longer accepting applications
Int Account Specialist-Retirement

Int Account Specialist-Retirement

Transamerica • Cedar Rapids, IA, US
18 hours ago
Job type
  • Full-time
Job description

Job Title

Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.

Responsibilities

  • Respond to service inquiries from clients, advisors, TPAs and client executives.
  • Handle client transactions, including payroll, distribution and enrollment needs.
  • Document and initiate processing requests; ensure information is updated in appropriate systems.
  • Provide client reporting, including APR and BI, as requested.
  • Coordinate complex plan activities, including fund changes, re-pricing and product conversions.
  • Order materials on behalf of clients / advisors, such as enrollment kits, investment summaries, and other prepared materials.

Qualifications

  • Bachelor's degree in a business-related field or equivalent work experience.
  • Two years of retirement industry experience.
  • One year of customer service experience.
  • Written / verbal communication and interpersonal skills.
  • Organizational skills and the ability to multi-task.
  • Basic skills in MS Word, Excel, PowerPoint.

    • Preferred Qualifications

  • ASPPA designation or related coursework.
  • Knowledge of company systems.

    • Working Conditions

  • Office Environment
  • Call center environment

    • Compensation

  • Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

    • The Salary for this position generally ranges between $42-55K. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

    Additionally, this position is typically eligible for a 7.5% Annual Bonus based on the Company Bonus Plan / Individual Performance and is at Company 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.

    Compensation Benefits

  • Competitive Pay
  • Bonus for Eligible Employees

    • Benefits Package

  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities

    • Health and Work / Life Balance Benefits

  • 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
  • College Coach 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

    • Inclusion & Diversity

    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.

    Giving Back

    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.
  • As of December 31, 2023
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    Int • Cedar Rapids, IA, US