Int Account Manager - Remote

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce and embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. We appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping people plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good—for our customers and the communities where we live, work, and play.

Transamerica is organized into three distinct businesses: 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long-term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs. Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

About the role

The Intermediate Account Manager - Life, Accident, & Disability will provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients. This role involves researching, resolving issues, and communicating solutions or alternatives that best serve the customer, with an extra focus on short-term disability claims.

Responsibilities

• Develop and maintain close relationships with clients, agents, and internal partners to deliver superior customer service and improve client retention.
• Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution.
• Gather data from multiple systems to interpret, troubleshoot, and resolve issues.
• Handle more complex service issues, general administrative processes, and/or key partnerships.
• Follow up with business groups and service vendors to ensure service levels are met.
• Initiate and lead calls with agents, clients, and enrollment vendors to review account details, discuss plan offerings, and resolve complex service-level issues.
• Identify and promote additional service opportunities to aid in the retention of in-force voluntary plans.
• Address client needs, develop action plans, and consult on products, services, and capabilities that add value for the client.
• Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its fullest advantage.
• Participate as needed in cross-functional initiatives as a department subject matter expert.
• Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client-level issues.
• Produce and provide marketing materials for clients and agents; work directly with the Marketing team as needed.
• Keep current on products and systems to educate agents and clients.

Requirements

• Bachelor’s degree in a business field or equivalent combination of education/experience.
• Two years of insurance or client relationship experience.
• Customer service, relationship management, or research-related experience in a corporate environment.
• Excellent written and oral communication skills to address client needs and provide education.
• Excellent attention to detail and organizational skills.
• Technical aptitude to quickly learn software applications.
• Ability to work independently and leverage resources to complete assignments.
• Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint).

Preferred Qualifications

• Knowledge of voluntary insurance benefits.
• Life, accident, and disability experience.
• Experience with CRM systems (e.g., Salesforce).
• Ability to multitask and prioritize.

Pay

The salary for this position generally ranges between $62,000 and $75,000. This range is an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law. This position is also typically eligible for an annual bonus based on the Company Bonus Plan and individual performance, at the company’s discretion.

Schedule

Hybrid and/or remote.

Benefits

• Competitive pay and bonus eligibility for eligible employees.
• Comprehensive benefits package, including pension plan, 401k match, and employee stock purchase plan.
• Tuition reimbursement and disability insurance.
• Medical, dental, and vision insurance.
• Employee discounts, career training, and development opportunities.
• Paid time off starting at 160 hours annually for employees in their first year of service, plus ten paid holidays per year.
• Be Well Company holistic wellness program, including wellness coaching and reward dollars.
• Parental leave: fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
• Adoption assistance and employee assistance program.
• Back-up care program and PTO for volunteer hours.
• Employee matching gifts program and employee resource groups.
• Inclusion and diversity programs, including employee recognition and referral bonus programs.