Transamerica
Account Manager - Retirement (Remote)
Transamerica, Knoxville, Tennessee, United States, 37955
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce and create an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Job Family
Account / Relationship Management
Job Description Summary
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 and develop strong working relationships with customers.
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, and profitability.
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 for retaining clients and resolving complex issues.
Demonstrate general knowledge of record‑keeping, outsourcing, and processing capabilities.
Attend training to obtain functional retirement‑plan knowledge such as plan design, specific requirements, and outsourcing.
Gather data from multiple systems to interpret, troubleshoot, 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 communication skills, both oral and written.
Effective presentation, influence, and negotiation skills.
Alignment with Transamerica’s future‑fit culture (Acting as One, Accountability, Agility, Customer‑centricity).
Proficiency using MS Office tools, including Excel.
Preferred Qualifications
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.
Working Conditions
Remote.
Compensation The salary for this position generally ranges between $50,000 and $65,000. This range is an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law.
Bonus Eligibility This position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and at company discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Scam Alert Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as an ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer—not through text or email.
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401(k) 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 first‑year employees.
Ten paid holidays per year.
Wellness Coaching and Reward Dollars through the Be Well company program.
Parental Leave – 15 days of paid leave per calendar year for 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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We are proud of our recognition for corporate equality and several top‑company awards in diversity and inclusion.
Transamerica’s Parent Company Aegon has grown into an international company serving more than 23.9 million people worldwide, offering investment, protection, and retirement solutions.
#J-18808-Ljbffr
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce and create an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Job Family
Account / Relationship Management
Job Description Summary
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 and develop strong working relationships with customers.
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, and profitability.
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 for retaining clients and resolving complex issues.
Demonstrate general knowledge of record‑keeping, outsourcing, and processing capabilities.
Attend training to obtain functional retirement‑plan knowledge such as plan design, specific requirements, and outsourcing.
Gather data from multiple systems to interpret, troubleshoot, 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 communication skills, both oral and written.
Effective presentation, influence, and negotiation skills.
Alignment with Transamerica’s future‑fit culture (Acting as One, Accountability, Agility, Customer‑centricity).
Proficiency using MS Office tools, including Excel.
Preferred Qualifications
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.
Working Conditions
Remote.
Compensation The salary for this position generally ranges between $50,000 and $65,000. This range is an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law.
Bonus Eligibility This position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and at company discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Scam Alert Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as an ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer—not through text or email.
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401(k) 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 first‑year employees.
Ten paid holidays per year.
Wellness Coaching and Reward Dollars through the Be Well company program.
Parental Leave – 15 days of paid leave per calendar year for 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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We are proud of our recognition for corporate equality and several top‑company awards in diversity and inclusion.
Transamerica’s Parent Company Aegon has grown into an international company serving more than 23.9 million people worldwide, offering investment, protection, and retirement solutions.
#J-18808-Ljbffr