Intermediate Account Manager - Retirement (Remote) at Transamerica - New York City, New York Intermediate Account Manager - Retirement (Remote) - Transamerica

Intermediate Account Manager - Retirement (Remote)

Transamerica

Location: New York City, New York, USA

Category: Account Management

Salary: 50,000 - 58,000 USD / yearly

Full-time


Job Description

Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.

Responsibilities

Under minimal supervision, provide support for daily administration of retirement plans. Identify customer expectations and develop a strong working relationship. Coordinate with manager to research issues 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 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 successfully arrive at solutions for retaining clients and resolving complex client issues.

Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities. 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 with limited management assistance. Lead effective/strategic client meetings either face-to-face or via conference call.

Assist with mentoring new account managers.

Qualifications

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

Perks & 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

Why Join Us?

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We?re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

Transamerica offers a wide range of diversity and inclusion programs to foster a culture of inclusivity throughout our workforce, workplace, and marketplace. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which provide a supportive environment to help us better appreciate our similarities and differences.

Through the Aegon Transamerica Foundation, we support nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.