Sr Account Manager-Retirement

Job Description Summary

Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers, while demonstrating technical proficiency and service skills. Partner with the client in creating a plan vision and strategy using consultative selling skills. Utilize excellent client service skills by partnering with Client Executives and internal operations areas to enhance customer relationships and satisfaction.

• Manage the daily administration of 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 strong knowledge of recordkeeping, outsourcing and processing capabilities, acting as a 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, troubleshoot and resolve problems.
• Lead effective/strategic client meetings either face‑to‑face or via conference call. Share best practices with the team.
• Assist in mentoring new account managers.
• Assist with escalation resolution and approve reversals and profit or loss calculations.

• Bachelor’s degree in business field or equivalent education/experience
• Five years of customer relationship experience, including three years of retirement industry experience
• Thorough knowledge of daily administration of retirement plans
• Outstanding relationship management and the 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

• ASPPA designations (e.g. RPF, QKA) and/or related certifications
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
• Knowledge of Salesforce
• Ability to write AQT queries

• Hybrid

The salary for this position generally ranges between $64,000-$74,000. 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.

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.

Competitive Pay

Bonus for Eligible Employees

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs