Director, Pooled Plans Account Management (Remote) jobs in United States
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Aegon · 8 hours ago

Director, Pooled Plans Account Management (Remote)

positionUnited States
timeFull-time
remoteRemote
seniorityDirector/Executive
money$135K/yr - $175K/yr
date15+ years exp

Aegon is seeking a Director for Pooled Plan Account Management to lead account management teams serving retirement plan sponsors, advisors, and TPAs. This role focuses on maintaining client satisfaction, driving loyalty, and developing retention strategies within the pooled plan market segment.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
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Responsibilities

Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS)
Oversee client relationships within assigned accounts
Maintain high levels of client loyalty and retention within assigned accounts
Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention
Develop strong relationships with clients and intermediaries to ensure client satisfaction
Ensure compliance standards are sustained across entire team
Develop service & retention strategies
Drive new business acceptance, client re-pricing and fee waiver processes
Set department/team goals and priorities

Qualification

Retirement industry experienceManagement experienceFinancial analyticsLeadership skillsMBAFINRA Series 6ASPPA certificationsCritical thinkingCommunication skillsAdaptability

Required

Bachelor's degree in business or related field, or equivalent work experience
15+ years of retirement industry experience
10+ years of management experience
Expert knowledge of financial analytics, service metrics and quality indicators
Leadership skills to manage complex relationships, empower teams and drive accountability at all levels
Critical thinking and decision-making skills to manage multiple projects
Communication skills to interact with all levels of the organization
Adaptable to change and able to lead others through change processes

Preferred

MBA
FINRA Series 6
ASPPA certifications

Benefits

Annual Bonus based on the Company Bonus Plan/Individual Performance

Company

Aegon

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Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
dateFounded in 1983
location
Den Haag, Zuid-Holland, NLD
people-size10001+ employees
web-link
https://www.aegon.com/

Funding

Current Stage
Public Company
Total Funding
$760M
2024-04-10Post Ipo Debt· $760M
1999-04-01IPO

Leadership Team

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Lard Friese
Chief Executive Officer
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Duncan Russell
Chief Financial Officer
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Recent News

Companies
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Company data provided by crunchbase