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Transamerica · 1 day ago

Int Account Manager-Retirement

Denver, CO

Full-time

Hybrid

Mid Level

$50K/yr - $57K/yr

3+ years exp

Transamerica is a financial services company dedicated to helping people plan for their best life. They are seeking an Int Account Manager-Retirement to provide outstanding customer service in retirement plan administration, ensuring client satisfaction and retention through effective relationship management.

Financial ServicesImpact InvestingInsurance

No H1B

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 managementFinancial services experienceMS Office proficiencyPresentation skillsAgilityCustomer centricityAccountabilityASPPA designationsSalesforce knowledgeInternal systems knowledgeNegotiation skillsCommunication skillsTeam collaborationProblem-solving skillsMentoring 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

Preferred

ASPPA designations (e.g. RPF, QKA) and/or related certifications

Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)

Knowledge of 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

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