Director, Pooled Plans Account Management

Job not on LinkedIn

October 14

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

🌾 Iowa – Remote

Although this job is listed in Iowa, this company may be open to hiring remote in other states.

+2 more states

⛰️ Colorado – Remote 🌾 Iowa – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote

💵 $135k - $175k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

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Transamerica

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Finance • Insurance • Retirement

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

5001 - 10000 employees

Founded 1904

💸 Finance

📋 Description

• Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS). • Oversee client relationships within assigned accounts. • Maintain high levels of client loyalty and retention within assigned accounts. • Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention. • Develop strong relationships with clients and intermediaries to ensure client satisfaction. • Ensure compliance standards are sustained across entire team. • Develop service & retention strategies. • Drive new business acceptance, client re-pricing and fee waiver processes. • Set department/team goals and priorities.

🎯 Requirements

• Bachelor’s degree in business or related field, or equivalent work experience. • 15+ years of retirement industry experience. • 10+ years of management experience. • Expert knowledge of financial analytics, service metrics and quality indicators. • Leadership skills to manage complex relationships, empower teams and drive accountability at all levels. • Critical thinking and decision-making skills to manage multiple projects. • Communication skills to interact with all levels of the organization. • Adaptable to change and able to lead others through change processes. • Preferred Qualifications: MBA, FINRA Series 6, ASPPA certifications

🏖️ 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 • Health and Work/Life Balance Benefits • 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