Int Account Specialist - Retirement

Overview

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.

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, work, and 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.
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Job Description Summary
Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.

• Respond to service inquiries from clients, advisors, TPAs and client executives.
• Handle client transactions, including payroll, distribution and enrollment needs.
• Document and initiate processing requests; ensure information is updated in appropriate systems.
• Provide client reporting, including APR and BI, as requested.
• Coordinate complex plan activities, including fund changes, re-pricing and product conversions.
• Order materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials.

• Bachelor’s degree in a business-related field or equivalent work experience.
• Two years of retirement industry experience.
• One year of customer service experience.
• Written/verbal communication and interpersonal skills.
• Organizational skills and the ability to multi-task.
• Basic skills in MS Word, Excel, PowerPoint.

• ASPPA designation or related coursework.
• Knowledge of company systems.

• Office Environment/hybrid
• Call center environment

Please note that the compensation information that follows 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.**

The salary for this…