Lead Account Manager - Retirement

Transamerica Corporation; Cedar Rapids (IA); Hybrid; USD 69,000 - 82,000; Full time

Benefits offered by this job

Competitive Pay

Benefits Package

Pension Plan

401k Match

Job summary

Transamerica Corporation in the United States seeks a seasoned Account / Relationship Management professional to oversee complex retirement plans and drive client satisfaction. You will partner with clients, executives and internal teams to deliver value and ensure successful plan administration.

The role emphasizes consultative selling, strong communication and a proactive, service‑driven approach within a hybrid work arrangement.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience.
• Eight years of customer relationship experience, including five years of retirement industry experience.
• Expert knowledge of daily administration of retirement plans.
• Outstanding relationship management and ability to communicate with clients in a professional manner, orally and in writing.
• Advanced 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.
• Advanced skills in MS Excel.

Responsibilities

• Oversee administration and servicing of complex retirement plans.
• Identify customer expectations and develop a strong working relationship.
• Research issues, develop potential solutions, 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 implement solutions to problems and issues, and suggest improvements to gain efficiencies.
• 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 extensive knowledge of all recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for the team.
• 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.
• Lead effective/strategic client meetings either face‑to‑face or via conference call.
• Share best practices with the team.
• Assist in interviewing, providing leadership, coaching and development of team members.
• Assist with escalation resolution and approve reversals and profit or loss calculations.
• Monitor and take the lead on team projects, enhancements and process improvements.
• Establish deadlines and lead team to meet goals.
• Understand and drive solutions that lead to efficiency and value‑added service for clients and internal customers.
• May make financial approvals up to $500 in the absence of management.

Skills

Relationship management

Communication

Presentation

Negotiation

MS Office

MS Excel

Education

Bachelor’s degree in business

Tools

MS Office

MS Excel

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 and work, and where we 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. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of 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, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Provide overall administration and servicing of complex retirement plans across all markets, demonstrating the highest degree of proficiency in technical knowledge and service capabilities. Partner with the client in creating a plan vision and strategy using consultative selling skills. Utilize excellent client service skills by partnering with Client Executives and internal operations areas to enhance customer relationships and satisfaction.

Job Description Responsibilities

• Oversee administration and servicing of complex retirement plans.
• Identify customer expectations and develop a strong working relationship.
• Research issues, develop potential solutions, 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 implement solutions to problems and issues, and suggest improvements to gain efficiencies.
• 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 extensive knowledge of all recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for the team.
• 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.
• Lead effective/strategic client meetings either face‑to‑face or via conference call.
• Share best practices with the team.
• Assist in interviewing, providing leadership, coaching and development of team members.
• Assist with escalation resolution and approve reversals and profit or loss calculations.
• Monitor and take the lead on team projects, enhancements and process improvements.
• Establish deadlines and lead team to meet goals.
• Understand and drive solutions that lead to efficiency and value‑added service for clients and internal customers.
• May make financial approvals up to $500 in the absence of management.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience
• Eight years of customer relationship experience, including five years of retirement industry experience
• Expert knowledge of daily administration of retirement plans
• Outstanding relationship management and ability to communicate with clients in a professional manner, orally and in writing
• Advanced 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
• Advanced skills in MS Excel

Preferred Qualifications

• Prior experience supporting MEPs, PEPs, PEO‑sponsored plans, or other pooled retirement arrangements
• Experience working for a recordkeeper, TPA, payroll provider, PEO, or retirement consulting organization supporting complex retirement plans
• Strong understanding of retirement plan administration, payroll integration, eligibility, compliance, and operational workflows
• Demonstrated ability to manage executive‑level client relationships and facilitate strategic business discussions
• Experience supporting large‑scale retirement plan relationships involving multiple employers or adopting employers ASPPA credentials (QKA, QPA, CPC, TGPC, etc.)

Working Conditions

Hybrid

Compensation

It 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.

Compensation: The salary for this position generally ranges between $69,000-$82,000. 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.

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.

• 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
• 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

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 ours.

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.

For more information, visit www.transamerica.com.

* For more information about Transamerica’s privacy practices, click here.