Int Account Manager – Retirement

Responsibilities

• 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 Client Executives and internal partners to enhance customer relationships and satisfaction.
• 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.
• 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 and develop action plans.

• 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
• Ability to align behaviors and work to Transamerica’s Future Fit Culture
• Proficiency using MS Office tools, including Excel
• ASPPA designations (e.g. RPF, QKA) and/or related certifications (preferred)
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.) (preferred)
• Knowledge of Salesforce (preferred)