Int Account Manager - Retirement (Hybrid)

Transamerica • Cedar Rapids, IA

118d • $50,500 - $57,000

About The Position

At Transamerica, we honor and reward hard work, innovative thinking, and personal accountability. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Our mission is to help people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. We are part of an international holding company, with millions of customers and thousands of employees worldwide, offering insurance, retirement, and investment solutions. This position involves providing outstanding customer service with daily retirement plan administration by responding to inquiries, researching, and providing resolution to customers.

Requirements

• Bachelor’s degree in a business field or equivalent education/experience.
• Three years of customer relationship experience, including one year in the retirement or financial services industry.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and communication skills.
• Effective presentation, influence, and negotiation skills.
• Ability to align behaviors with Transamerica’s Future Fit Culture.
• Proficiency using MS Office tools, including Excel.

Nice To Haves

• ASPPA designations (e.g. RPF, QKA) and/or related certifications.
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.).
• Knowledge of Salesforce.

Responsibilities

• Provide support for daily administration of retirement plans under minimal supervision.
• 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.
• 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 and develop action plans.
• Demonstrate general knowledge of recordkeeping, outsourcing, and processing capabilities.
• Attend training to obtain functional retirement plan knowledge.
• Gather data from multiple systems to interpret, troubleshoot, and resolve problems.
• Lead effective client meetings either face-to-face or via conference call.
• Assist with mentoring new account managers.

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
• Paid Time Off starting at 160 hours annually
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave – fifteen (15) days of paid parental leave
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees