Be an early applicantLess than 25 applicants

Company

Transamerica · 8 hours ago

Account Manager - Retirement (Work From Home)

United States

Full-time

Remote

Entry, Mid Level

$43K/yr - $48K/yr

2+ years exp

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Responsibilities

Under general 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.

Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for our clients.

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, etc.).

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer relationship experienceRetirement services knowledgeRelationship managementProfessional communicationMS Office proficiencyASPPA designationsInternal systemsSalesforce knowledge

Required

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

Two years of customer relationship experience, or experience in the retirement or financial services industry

Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing

Ability to present, influence and negotiate

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

Knowledge of daily administration of retirement plans

Benefits

Competitive Pay

Bonus for Eligible Employees

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