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Transamerica · 2 days ago

Sr Manager, Account Management

Knoxville, TN

Full-time

Hybrid

Senior Level, Lead/Staff

$86K/yr - $100K/yr

10+ years exp

Transamerica is a leading financial services company that values hard work and innovative thinking. The Sr Manager, Account Management will manage a team providing service to retirement plan sponsors and advisors, overseeing account management operations and ensuring customer satisfaction.

Financial ServicesImpact InvestingInsurance

No H1B

Responsibilities

Leading a team of Supervisors that lead Account Managers within TAG retirement operations

Set the service strategy and establish service standards

Resolve escalated issues and create processes to drive customer satisfaction

Approve P&L and reversals

Direct team activities to complete assigned functions

Establish team goals, objectives and priorities in alignment with department goals

Build proactive relationships with internal and external customers

Partner with other teams to resolve escalated issues, client complaints and processing errors

Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems

Develop and implement process efficiencies and improvements

Evaluate team performance and make compensation recommendations

Participate in sales and retention meetings as needed

Actively recruit, train, coach and mentor employees

Qualification

Retirement industry experienceManagement experienceLeadership skillsClient facing experienceCritical thinkingCommunication skillsTeam buildingCoachingProcess improvementP&L managementTechnical concept explanationEscalation resolutionRecruitmentAdaptabilityMentoringProblem-solving

Required

Bachelor's degree in business or related field, or equivalent work experience

Ten years of retirement industry experience

Five years of management experience

Leadership skills to manage complex relationships

Critical thinking and decision-making skills to manage multiple projects

Communication skills to interact with all levels of the organization

Ability to grasp technical concepts and explain to internal and external customers

Adaptable to change and able to lead others through change processes

Preferred

ASPPA certifications

Experience leading client facing teams

Experience with Transamerica record keeping process and/or knowledge of TAG systems and procedures

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

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees