Intermediate Account Manager - Retirement

Aegon; United States; Hybrid; USD 52,000 - 62,000; Full time

Job summary

Aegon in the United States seeks an experienced professional to support daily retirement plan administration and client relations. You will partner with Client Executives and internal teams to deliver timely, accurate service and maintain client satisfaction.

Responsibilities include issue resolution, proactive relationship building, and presenting solutions. Hybrid work with travel for client meetings is expected.

Qualifications

• Bachelor’s degree in business or equivalent education/experience.
• Three years of customer relationship experience, including one year in retirement or financial services.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and professional written/spoken communication.

Responsibilities

• Provide support for daily administration of retirement plans under minimal supervision.
• Coordinate with manager to research issues and negotiate resolutions.
• Foster proactive client relationships to ensure retention and growth of the client service block.
• Provide accurate information meeting quality metrics and communicate improvements to management.
• Lead effective client meetings and mentor new account managers.

Skills

Customer relationship management

MS Office/Excel

Communication

Presentation/Negotiation

Education

Bachelor’s degree in business or equivalent

Tools

Salesforce

P3

Workplace Platform

AQT

Job description

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.

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

• Hybrid
• Occasional Travel
• Travel for client meetings and sales finals presentations

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.