Sr Account Manager-Retirement

Responsibilities

• Respond to customer inquiries and provide resolution.
• Research and develop potential solutions to customer issues.
• Partner with clients to create retirement plan visions and strategies.
• Utilize consultative selling skills to enhance client relationships.
• Manage daily retirement plan administration.
• Identify customer expectations and develop strong working relationships.
• Collaborate with internal partners to address client needs and resolve complex issues.
• Act as a subject matter expert on recordkeeping, outsourcing, and processing capabilities.
• Attend training to obtain functional retirement plan knowledge.
• Gather and interpret data from multiple systems to troubleshoot and resolve problems.
• Lead effective client meetings and share best practices with the team.
• Mentor new account managers.
• Assist with escalation resolution and approve reversals and profit or loss calculations.

Qualifications

• Bachelor’s degree in business field or equivalent education/experience.
• Five years of customer relationship experience, including three years in the retirement industry.
• Thorough knowledge of daily administration of retirement plans.
• Outstanding relationship management and communication skills.
• Effective presentation, influence, and negotiation skills.
• Strong knowledge of Transamerica’s Future Fit Culture, including Acting as One, Accountability, Agility, and Customer Centricity.
• Proficiency using MS Office tools, including Excel.
• Possession of ASPPA designations (e.g., RPF, QKA) and/or related certifications.
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.).
• Ability to write AQT queries.