Transamerica · 5 months ago
Intermediate Account Manager - TEB
Denver, Colorado
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $75K/yr
2+ years expTransamerica is a financial services company that values hard work, innovative thinking, and personal accountability. They are seeking an Intermediate Account Manager to provide outstanding relationship management for complex voluntary insurance benefit plans, ensuring superior customer service and improving client retention.
Financial ServicesImpact InvestingInsurance
Responsibilities
Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention
Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnerships
Follow-up with business groups and service vendors to ensure service levels are met
Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues
Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans
Address client needs, develop action plans and consult on products, services and capabilities that add value for the client
Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its’ fullest advantage
Participate as needed in cross functional initiatives as a department subject matter expert
Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues
Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed
Keep current on products and systems to educate agents and clients
Qualification
Required
Bachelor's degree in a business field or equivalent combination of education/experience
Two years of insurance or client relationship experience
Customer service, relationship management or research related experience in a corporate environment
Excellent written and oral communication skills to address client needs and provide education
Excellent attention to detail and organizational skills
Technical aptitude to quickly learn software applications
Ability to work independently and leverage resources to complete assignments
Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)
Preferred
Knowledge of voluntary insurance benefits
Experience with CRM systems (e.g., Salesforce)
Benefits
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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
College Coach 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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase