Intermediate Account Manager - Retirement (Remote)

Transamerica; United States; Remote; USD 50,000 - 58,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen engagierten Account Manager, der herausragenden Kundenservice bietet und die tägliche Verwaltung von Rentenplänen unterstützt. In dieser Rolle werden Sie die Möglichkeit haben, starke Beziehungen zu Kunden und internen Teams aufzubauen, um die Kundenzufriedenheit zu steigern und Lösungen für Herausforderungen zu entwickeln. Diese Position fördert eine positive Arbeitsumgebung und bietet umfassende Vorteile, einschließlich Wettbewerbsgehältern und einem unterstützenden Team, das sich für Ihre berufliche Entwicklung einsetzt. Wenn Sie leidenschaftlich daran interessiert sind, Menschen zu helfen, ihre finanziellen Ziele zu erreichen, könnte dies die perfekte Gelegenheit für Sie sein.

Benefits

Wettbewerbsfähige Vergütung und Boni

Pensionsplan und 401k-Match

Mitarbeiteraktienkaufplan

Schulungsvergütung

Krankenversicherung

Elternzeit

Adoptionshilfe

Wellness-Programme

Qualifications

• Mindestens drei Jahre Erfahrung im Kundenbeziehungsmanagement.
• Kenntnisse in der Verwaltung von Rentenplänen.

Responsibilities

• Unterstützung bei der täglichen Verwaltung von Rentenplänen.
• Aufbau starker Kundenbeziehungen zur Sicherstellung von Wachstum.

Skills

Kundenbeziehungsmanagement

Kommunikationsfähigkeiten

Verhandlungsfähigkeiten

MS Office (insbesondere Excel)

Education

Bachelor-Abschluss in einem geschäftsbezogenen Bereich

Tools

Salesforce

P3

Workplace Platform

Job description

Job Family

Account / Relationship Management

About Us

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.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses: 1) World Financial Group, including Transamerica Financial Advisors; 2) Protection Solutions and Savings & Investments, comprising 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 covering Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an international financial services group serving approximately 23.9 million customers worldwide. *For more information, visit transamerica.com.

Job Description Summary

Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching, and providing resolutions to customers. Partner with Client Executives and internal teams to enhance customer relationships and satisfaction.

Responsibilities

1. Support daily administration of retirement plans, identifying customer expectations and building strong relationships.
2. Research issues and negotiate resolutions in collaboration with managers.
3. Foster proactive relationships with clients, financial professionals, and internal teams to ensure retention, growth, and profitability.
4. Provide accurate, timely, and quality information exceeding metrics.
5. Identify and communicate potential improvements to management.
6. Work with internal partners to address client needs, develop action plans, and offer solutions for client retention and issue resolution.
7. Maintain knowledge of recordkeeping, outsourcing, and processing capabilities.
8. Attend training to gain knowledge of various retirement plan designs and requirements.
9. Gather and interpret data from multiple systems to troubleshoot and resolve problems with minimal supervision.
10. Lead or assist in client meetings, face-to-face or virtual.
11. Mentor new account managers as needed.

Qualifications

1. Bachelor’s degree in a business-related field or equivalent experience.
2. At least three years of customer relationship experience, including one year in retirement or financial services.
3. Knowledge of retirement plan administration.
4. Strong relationship management and communication skills, both oral and written.
5. Effective presentation, influence, and negotiation skills.
6. Alignment with Transamerica’s Future Fit Culture: Acting as One, Accountability, Agility, Customer Centricity.
7. Proficiency in MS Office, especially Excel.

Preferred Qualifications

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

Working Conditions

1. Office environment.
2. Up to 10% travel for client meetings and presentations.

Compensation

Salary range: $50,000 - $58,000, based on qualifications and operational needs. Variations may occur as permitted by law.

Bonus Eligibility

Eligible for annual bonus based on performance and company discretion.

Note: This is not a contract of employment. Responsibilities and terms may change at the company's discretion. HR should be contacted for accommodations.

What We Offer

Comprehensive benefits include:

• Competitive pay and bonuses.
• Pension, 401k match, Employee Stock Purchase Plan, Tuition Reimbursement.
• Insurance: Disability, Medical, Dental, Vision.
• Employee discounts, career development, wellness programs, parental leave, adoption assistance, EAP, and more.

Inclusion & Diversity

We foster an inclusive environment through ERGs and have been recognized for our diversity efforts, including the Human Rights Campaign Index and others.

Giving Back

The Aegon Transamerica Foundation supports community initiatives through grants and employee volunteer efforts.

Parent Company

Aegon, acquired Transamerica in 1999. Since 1844, Aegon has grown into a global leader in investment, protection, and retirement solutions, serving over 23.9 million people.*