Retirement Plan Account Manager - Hybrid

Transamerica; Knoxville (TN); Hybride; USD 52 000 - 62 000; Plein temps

Résumé du poste

Transamerica in Knoxville, TN seeks an Intermediate Account Manager for Retirement TAG Resources. You will provide exceptional customer service and retirement plan administration support to plan sponsors and financial advisors, acting as a trusted resource and partnering with Client Executives to strengthen relationships and deliver timely solutions.

The role emphasizes team collaboration, accuracy, and operational excellence, with a hybrid schedule and opportunities to grow within a leading

Qualifications

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

Responsabilités

• Provide retirement plan administration support to TAG clients.
• Respond to inquiries via phone and shared email inbox with timely, accurate solutions.
• Build strong relationships with clients, financial professionals, and internal teams.
• Research issues, coordinate with managers, and resolve complex problems.
• Prepare and lead client meetings, either in person or by conference call.
• Mentor new account managers as needed.
• Identify process improvements and communicate them to management.

Connaissances

Relationship management

Communication

Presentation skills

Time management

Team collaboration

Formation

Bachelor’s degree in business

Equivalent education/experience

Outils

MS Excel

Salesforce

P3 internal systems

Description du poste

Transamerica in Knoxville, TN seeks an Intermediate Account Manager for Retirement TAG Resources. You will provide exceptional customer service and retirement plan administration support to plan sponsors and financial advisors, acting as a trusted resource and partnering with Client Executives to strengthen relationships and deliver timely solutions.

The role emphasizes team collaboration, accuracy, and operational excellence, with a hybrid schedule and opportunities to grow within a leading