Sr Account Manager-Retirement

Aegon•Cedar Rapids, IA

41d•Hybrid

About The Position

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.

Requirements

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

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
Ability to write AQT queries

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.
Develop and 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.
Assist with escalation resolution and approve reversals and profit or loss calculations.

Benefits

Competitive Pay
Bonus 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
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
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