TR
TransamericaSenior Account Manager – Retirement
Account Manager specializing in retirement plans at Transamerica, providing client relationship management and daily administration of retirement plans.
About the role
- Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers.
- Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.
- 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.
Requirements
- 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 Qualifications: ASPPA designations (e.g. RPF, QKA) and/or related certifications
- Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
- Knowledge of Salesforce
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
DE
DesjardinsAccount Manager, Business
Business Account Manager promoting services and maintaining essential client relationships at Desjardins. Driving sales objectives and managing complex client needs with strategic communications.
EA
ESA - Electronic Security AssociationSenior Account Manager – Datacom
Regional Datacom Specialist responsible for business development and account management in Datacom Team. Selling network cabling and hardware solutions while ensuring customer satisfaction and sales productivity.
LM
Key Account Manager at Zeelandia UK managing key accounts in the bakery ingredients sector. Delivering annual sales plans and contributing to company strategy while collaborating with cross - functional teams.
PL
pleezAccount Manager
Account Manager responsible for maximizing restaurant clients' value from AI platform. Collaborating with teams to drive delivery performance and improve operational excellence.
GO
GOCOMOSenior Account Manager
Senior Account Manager at gocomo managing and developing strategic client relationships in digital marketing. Focused on account management and partnership growth across key customers.
Senior Account Manager at TD Insurance delivering legendary client experiences for high net worth clients. Focusing on tailored insurance plans and collaboration with financial advisors.
RR
Regal RexnordKey Account Manager – IBT
Key Account Manager responsible for sales strategies and account management for major distributors. Working remotely while collaborating with sales teams and driving business growth.
Oversee high - impact partnerships and drive product strategy for VGS's payment tokenization solutions. Collaborate with card networks and mobile wallets to maximize business opportunities.
KF
Kate FarmsTerritory Manager
Territory Manager responsible for managing sales and customer relationships for Kate Farms in Denver, CO. Achieving sales targets and developing market strategies for various clients.