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 strong working relationships.
• 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 designs and 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 a 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 professionally, orally and in writing.
• Effective presentation, influence, and negotiation skills.
• Ability to align behaviors and work to Transamerica’s Future Fit Culture (Acting as One, Accountability, Agility, 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 (combination of in‑office and remote work).

Salary range: $64,000 – $74,000 annually, depending on qualifications and experience. Eligibility for an annual bonus based on the Company Bonus Plan and individual performance.

• Pension Plan
• 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical, Dental, and Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off (starting at 160 hours annually, 10 paid holidays)
• Parental Leave (15 days paid)
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• Volunteer PTO
• Matching Gifts Program
• Employee Resource Groups
• Diversity & Inclusion Programs
• Employee Recognition Program
• Referral Bonus Programs