Sr Account Manager-Retirement

About the role

Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers, while demonstrating technical proficiency and service skills. Partner with the client in creating a plan vision and strategy using consultative selling skills. Utilize excellent client service skills by partnering with Client Executives and internal operations areas to enhance customer relationships and satisfaction.

Responsibilities

• Manage the daily administration of retirement plans.
• Identify customer expectations and develop a strong working relationship.
• Research issues, develop potential solutions, and negotiate problem resolution.
• 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 implement solutions to problems and issues, and suggest improvements to gain efficiencies.
• 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 strong knowledge of recordkeeping, outsourcing and processing capabilities, acting as a subject matter expert for the team.
• 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.
• Lead effective/strategic client meetings either face-to-face or via conference call. Share best practices with the team.
• Assist in mentoring new account managers.
• Aid in 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 of retirement industry experience.
• Thorough knowledge of daily administration of retirement plans.
• Outstanding relationship management and the 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: ASPPA designations (e.g. RPF, QKA) and/or related certifications.
• PREFERRED: Knowledge of internal systems (P3, Workplace Platform, AQT, etc.).
• PREFERRED: Ability to write AQT queries.

Preferred Qualifications

• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.).
• Ability to write AQT queries.

Working Conditions

Hybrid

What We Offer

• Compensation
• 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
• Annual Holidays
• Wellness Coaching
• Reward Dollars
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion & Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

What We Offer 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
• Health and Work/Life Balance Benefits
• Paid Time Off
• Annual Holidays
• Wellness Coaching
• Reward Dollars
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion & Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Disclaimer

Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.