Lead I Account Manager-Retirement

Job Description Summary Provide overall administration and servicing of complex retirement plans across all markets, demonstrating the highest degree of proficiency in technical knowledge and service capabilities. Partner with the client in creating a plan vision and strategy using consultative selling skills. Utilize excellent client service skills by partnering with Client Executives and internal operations areas to enhance customer relationships and satisfaction. Responsibilities Oversee administration and servicing of complex retirement plans. Identify customer expectations and develop a strong working relationship. Research issues, develop potential solutions, 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 implement solutions to problems and issues, and suggest improvements to gain efficiencies. 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 extensive knowledge of all recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for the team. 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. Lead effective/strategic client meetings either face‑to‑face or via conference call. Share best practices with the team. Assist in interviewing, providing leadership, coaching and development of team members. Assist with escalation resolution and approve reversals and profit or loss calculations. Monitor and take the lead on team projects, enhancements and process improvements. Establish deadlines and lead team to meet goals. Understand and drive solutions that lead to efficiency and value‑added service for clients and internal customers. May make financial approvals up to $500 in the absence of management. Qualifications Bachelor’s degree in a business field or equivalent education/experience. Eight years of customer relationship experience, including five years of retirement industry experience. Expert knowledge of daily administration of retirement plans. Outstanding relationship management and ability to communicate with clients in a professional manner, orally and in writing. Advanced 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. Advanced skills in MS Excel. Preferred Qualifications Knowledge of internal systems (P3, Workplace Platform, AQT, etc.). Knowledge of Salesforce. Working Conditions Hybrid. Travel for client meetings and sales finals presentations. Compensation Salary generally ranges between $69,000 and $82,000. This range is an estimate based on the candidate’s 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 is at Company discretion. Benefits Package 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 employees in their first year of service. Ten (10) paid holidays per year (typically mirroring 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. 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 #J-18808-Ljbffr Transamerica