Sr Account Manager-Retirement

Transamerica•Cedar Rapids, IA

About The Position

The Senior Account Manager – Retirement provides outstanding customer service through daily retirement plan administration, responding to inquiries, researching issues, and resolving customer needs while demonstrating technical proficiency and strong service skills. The role partners with clients to develop plan vision and strategy using consultative selling skills, and works with Client Executives and internal operations teams to strengthen customer relationships and satisfaction. The position manages client relationships and retirement plan administration, supports client retention and growth, and serves as a subject matter expert on recordkeeping, outsourcing, and processing capabilities. It also leads client meetings, supports escalations and calculations, shares best practices, and assists with mentoring new account managers.

Requirements

Bachelor’s degree in a business field, or equivalent education or experience.
Five years of customer relationship experience, including three years of retirement industry experience.
Thorough knowledge of daily retirement plan administration.
Outstanding relationship management skills and the ability to communicate professionally with clients, orally and in writing.
Effective presentation, influence, and negotiation skills.
Ability to align behavior and work with Transamerica’s Future Fit Culture: Acting as One, Accountability, Agility, and Customer Centricity.
Proficiency with Microsoft Office tools, including Excel.
Authorization to work for any employer in the United States; visa sponsorship is unavailable.

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.
Ability to write AQT queries.

Responsibilities

Manage the daily administration of retirement plans.
Identify customer expectations and develop strong working relationships.
Research issues, develop potential solutions, and negotiate problem resolution.
Build proactive, positive relationships with clients, financial professionals, and internal service teams to support retention, client service block growth, and stakeholder profitability.
Provide prompt, accurate, and consistent information that meets or exceeds quality metrics.
Recognize and implement solutions to problems and issues, and suggest efficiency improvements.
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.
Demonstrate knowledge of recordkeeping, outsourcing, and processing capabilities as a subject matter expert for the team.
Attend training to obtain functional retirement plan knowledge, including plan design and plan-specific requirements.
Gather data from multiple systems to interpret, troubleshoot, and resolve problems.
Lead effective and strategic client meetings, either face-to-face or by 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
Annual bonus eligibility for eligible employees
Benefits package
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 in the first year of service
Ten paid holidays per year
Be Well holistic wellness program, including wellness coaching and reward dollars
Paid parental leave for eligible employees
Adoption assistance
Employee Assistance 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