Intermediate Account Manager – Retirement, Mid-Market

🔥 2 hours ago

⛰️ Colorado, Iowa – Remote

⛰️ Colorado – Remote 🌾 Iowa – Remote

💵 $52k - $62k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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.

📋 Description

• Provide support for daily administration of retirement plans • Identify customer expectations and develop strong working relationships • 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 meeting or exceeding quality metrics • Recognize and communicate possible improvements to management • Collaborate with internal partners to address client needs, maintain action plans, and consult on products, services, and capabilities • Gather data from multiple systems to interpret, troubleshoot, and resolve problems • Lead strategic client meetings face-to-face or via conference call • Attend training to obtain functional retirement plan knowledge • Assist with mentoring new account managers • Travel for client meetings and sales finals presentations

🎯 Requirements

• Bachelor’s degree in a business field or equivalent education/experience • Three years of customer relationship experience, including one year of retirement or financial services industry experience • Knowledge of daily administration of retirement plans • Excellent relationship management and 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 • Applicants must be authorized to work for any employer in the U.S. • Preferred: ASPPA designations (e.g. RPF, QKA) and/or related certifications • Preferred: Knowledge of internal systems (P3, Workplace Platform, AQT, etc.) • Preferred: Knowledge of Salesforce

🏖️ 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 • 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 • 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