Aegon · 7 hours ago

Account Manager - Retirement (Work From Home)

United States

Full-time

Remote

Entry, Mid Level

$43K/yr - $48K/yr

2+ years exp

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Responsibilities

Under general 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.

Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for our clients.

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, etc.).

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer relationship experienceRelationship managementProfessional communicationRetirement services experienceMS Office proficiencyASPPA designationsRetirement plan administration knowledgeInternal systemsSalesforce knowledge

Required

Bachelor's degree in a business field or equivalent education/experience

Two years of customer relationship experience, or experience in the retirement or financial services industry

Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing

Ability to present, influence and negotiate

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