Strategic Retirement Plan Account Manager

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

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.