Strategic Retirement Plan Account Manager

Transamerica; Denver (CO); Ibrido; USD 52.000 - 62.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Descrizione del lavoro

Transamerica is seeking a dedicated retirement plan administration specialist to provide exceptional service to TAG clients via phone and email. You will support daily plan administration, resolve inquiries, and partner with Client Executives to strengthen relationships and ensure a seamless service experience.

Hybrid role in Denver, CO offering opportunities to grow, collaborate with internal teams, and maintain high standards of responsiveness and professionalism across client interactions.

Competenze

• 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

Mansioni

• 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
• 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

Conoscenze

Customer relationship management

MS Excel

Communication skills

Attention to detail

Formazione

Bachelor’s degree in business

Strumenti

Salesforce

P3

Workplace Platform

AQT

Descrizione del lavoro

Transamerica is seeking a dedicated retirement plan administration specialist to provide exceptional service to TAG clients via phone and email. You will support daily plan administration, resolve inquiries, and partner with Client Executives to strengthen relationships and ensure a seamless service experience.

Hybrid role in Denver, CO offering opportunities to grow, collaborate with internal teams, and maintain high standards of responsiveness and professionalism across client interactions.