Intermediate Account Manager - Retirement TAG Resources (Shelby's)

Transamerica; Iowa; Presencial; USD 52 000 - 62 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive Pay

Annual Bonus Eligibility

401k Match

Medical Insurance

Dental Insurance

Vision Insurance

Pension Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Employee Discounts

Resumo da oferta

Transamerica is seeking a detail-oriented Retirement Plan Service professional to support daily plan administration and client inquiries. You will work with Client Executives and internal partners to resolve issues, deliver accurate information, and foster strong client relationships.

Responsibilities include leading client meetings, researching complex items, and mentoring junior staff. A bachelor’s degree plus 3 years in retirement or financial services is required, with a hybrid work setup

Qualificações

• Bachelor's degree in business field or equivalent education/experience.
• Three years of customer relationship experience, including retirement/financial services exposure.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and professional communication (oral/written).
• Strong presentation, influence and negotiation abilities.
• Familiarity with Transamerica's Future Fit culture principles.

Responsabilidades

• Provide retirement plan administration support with ownership and timely responses.
• Research issues, coordinate with management to resolve problems.
• Build proactive relationships with clients, financial professionals and internal teams.
• Lead client meetings (in person or via conference call).
• Mentor new account managers and collaborate with internal partners to meet client needs.
• Gather data from multiple systems to troubleshoot and resolve issues.

Conhecimentos

Customer relationship

Relationship management

Communication

Presentation

Negotiation

MS Office Excel

Teamwork

Attention to detail

Formação académica

Bachelor's degree in business

ASPPA designations (RPF/QKA)

Ferramentas

P3

Workplace Platform

AQT

Salesforce

Descrição da oferta de emprego

**Job Description Summary**Job Description Summary Provide exceptional customer service and retirement plan administration support to TAG clients through a designated service model. Serve as a trusted resource for plan sponsors and financial advisors by responding to inquiries received via phone and shared email inbox, conducting research, resolving issues, and delivering accurate, timely solutions. Partner closely with Client Executives and internal business partners to strengthen client relationships, enhance satisfaction, and ensure a seamless service experience. Support the daily administration of retirement plans while maintaining a high standard of responsiveness, professionalism, and operational excellence.**Job Description****Responsibilities*** Manages their work with extreme ownership* Manages complex research items with care and concern and with prompt and timely responses and updates* Strong time management and organizational skills* Strong interpersonal skills and ability to work as part of a team* Attention to detail, anticipate needs of the customer* 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 <10%* 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. **Disclaimer:** *Beware of fake job offers!*We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:* We will **never** request personal information such as ID or payment for equipment upfront.* Official offers are sent via **DocuSign** following a verbal offer—not through text or email. *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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.***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 EmployeesBenefits Package* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development OpportunitiesHealth 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* 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.