Apply on Employer Site

Aegon · 1 day ago

Intermediate Account Manager - Retirement

United States

Full-time

Remote

Mid Level

$50K/yr - $65K/yr

3+ years exp

Aegon is a company focused on providing outstanding customer service in retirement plan administration. The role involves supporting daily administration of retirement plans, enhancing customer relationships, and collaborating with internal partners to ensure client satisfaction and retention.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Under minimal 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

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 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, outsourcing, etc.)

Gather data from multiple systems to interpret, trouble-shoot and resolve problems with limited management assistance

Lead effective/strategic client meetings either face-to-face or via conference call

Assist with mentoring new account managers

Qualification

Retirement plan administrationCustomer relationship managementEffective presentation skillsMS Office proficiencyNegotiation skillsTime management skillsASPPA designationsSalesforceInternal systemsCommunication skillsOrganizational skills

Required

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

Three years of customer relationship experience, including one year of retirement or financial services industry experience

Knowledge of daily administration of retirement plans

Excellent relationship management and 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