Account Manager - Retirement (Remote)

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.* 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.* 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* Experience managing a book of business supporting retirement plan sponsors, advisors or third-party administrator partners* Experience with retirement pooled plans* Strong time management and organization skills* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities #J-18808-Ljbffr