Intermediate Account Manager- TAG Retirement

Transamerica • Cedar Rapids, IA

5d • $52,000 - $62,000 • Hybrid

About The Position

The Intermediate Account Manager supports the daily administration of retirement plans and provides customer service by responding to inquiries, researching issues, and delivering resolutions. The role builds and maintains relationships with clients, financial professionals, and internal service teams to support client satisfaction, retention, growth, and profitability. It involves coordinating with a manager on problem resolution, interpreting information from multiple systems, and leading client meetings. The position also assists with mentoring new account managers.

Requirements

• Bachelor’s degree in a business field or equivalent education and experience.
• Three years of customer relationship experience, including one year in the retirement or financial services industry.
• Knowledge of daily retirement plan administration.
• Strong relationship management skills and professional oral and written communication with clients.
• Effective presentation, influence, and negotiation skills.
• Proficiency with Microsoft Office tools, including Excel.

Nice To Haves

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

Responsibilities

• Support the daily administration of retirement plans under minimal supervision.
• Identify customer expectations and develop strong working relationships.
• Coordinate with a manager to research issues and negotiate problem resolution.
• Develop and foster positive relationships with clients, financial professionals, and internal service teams to support client retention, growth, and stakeholder profitability.
• 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 retain clients and resolve complex issues.
• Develop general knowledge of recordkeeping, outsourcing, and processing capabilities.
• Attend training to gain functional retirement plan knowledge, including plan designs and plan-specific requirements.
• Gather information from multiple systems to interpret, troubleshoot, and resolve problems with limited management assistance.
• Lead effective client meetings in person or by conference call.
• Assist with mentoring new account managers.

Benefits

• Competitive pay
• Annual bonus eligibility
• Pension plan
• 401(k) match
• Employee stock purchase plan
• Tuition reimbursement
• Disability insurance
• Medical insurance
• Dental insurance
• Vision insurance
• Employee discounts
• Career training and development opportunities
• Paid time off starting at 160 hours annually for employees in their first year
• Ten paid holidays per year
• Wellness program with wellness coaching and reward dollars
• Paid parental leave for eligible employees
• Adoption assistance
• Employee Assistance Program
• Back-up care program
• Paid time off 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: Mid Level