Int Account Manager-Retirement; TAG

Job Description Summary

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 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 (life insurance, SDA’s, outside assets, stock, outsourcing, etc.).
• 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.

• 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, which includes Acting as One, Accountability, Agility, and Customer Centricity
• Proficiency using MS Office tools, including Excel

• Experience managing a book of business supporting retirement plan sponsors, advisors or third-party administrator partners
• Experience with retirement pooled plans
• Strong time management and organization skills

• Hybrid Environment

The salary for this position generally ranges between $50,000-$65,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development…