Intermediate Account Manager- TAG Retirement

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

Benefits offered by this job

Hybrid work

Occasional travel

Job summary

Aegon in the United States seeks an experienced client service professional to support daily retirement plan administration and enhance client relationships. You will work with internal partners to resolve inquiries, research issues, and maintain high-quality service standards.

You will build proactive relationships with clients and financial professionals, coordinate problem resolution, and participate in training to deepen retirement plan knowledge. Hybrid work and travel are involved.

Qualifications

• Bachelor’s degree in business or equivalent education/experience.
• Three years of customer relationship experience, including retirement/financial services exposure.
• Knowledge of daily administration of retirement plans and client servicing.

Responsibilities

• Provide daily retirement plan administration support under minimal supervision.
• Coordinate with manager to research issues and negotiate resolutions.
• Build proactive client relationships with clients, financial professionals and internal teams.
• Provide prompt, accurate information meeting quality metrics.
• Suggest process improvements to management.
• Collaborate with internal partners to address client needs and develop action plans.
• Demonstrate knowledge of recordkeeping and processing capabilities.
• Attend training to gain functional retirement plan knowledge.
• Gather data from multiple systems to troubleshoot problems.
• Lead effective client meetings, in person or by conference call.
• Mentor new account managers.

Skills

Customer relationship management

Communication skills

Problem resolution

Education

Bachelor’s degree in Business

Tools

MS Office Suite

Excel

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 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
• 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.

Eligibility/Authorization

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.

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.