Intermediate-Account-Manager

Job Description

Job Description Summary
The people of Transamerica bring expertise, creativity and heart to everything that we do-and to the communities where we live and work. Do you love helping people and have a passion for customer service? Are you a person that needs to be empowered to do the right thing and make things happen? Do you want to be part of a team that stands together and embraces the adventure of challenge and has fun while doing it? If your answer is yes, we are looking for you!
Job Description

What Success Looks Like:

• Support the daily administration of retirement plans.
• Coordinate with the manager to research issues and negotiate problem resolution.
• Develop and foster relationships with clients and internal partners.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Identify areas for improvement and make recommendations to management.
• Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
• Gather data from multiple systems to interpret, troubleshoot and resolve issues.
• Assist in training new account managers.

What You Need:

• Bachelor’s degree in a business-related field or equivalent education/experience.
• Three years of retirement industry experience.
• Excellent communication and customer service skills.
• Knowledge of record keeping, outsourcing and processing capabilities.
• Proficiency using MS Office tools, including Excel.