Intermediate Account Manager – Retirement, Mid-Market

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Assist in the daily management of retirement plans.

• Understand customer expectations and cultivate strong working relationships.

• Collaborate with the manager to investigate issues and facilitate problem resolution.

• Build and maintain proactive, positive relationships with clients, financial professionals, and internal service teams.

• Deliver timely, accurate, and consistent information that meets or surpasses quality metrics.

• Identify and communicate potential improvements to management.

• Partner with internal stakeholders to address client needs, uphold action plans, and consult on products, services, and capabilities.

• Collect data from various systems to analyze, troubleshoot, and resolve issues.

• Lead strategic client meetings either in person or via conference calls.

• Participate in training to gain functional knowledge of retirement plans.

• Support the mentoring of new account managers.

• Travel for client meetings and final sales presentations.

⛳️ Requirements

• A bachelor’s degree in a business-related field or equivalent education/experience.

• At least three years of customer relationship experience, including one year in the retirement or financial services sector.

• Familiarity with the daily administration of retirement plans.

• Strong relationship management skills with the ability to communicate professionally with clients, both verbally and in writing.

• Proficient in presentation, influence, and negotiation techniques.

• Capacity to align behaviors and work in accordance with Transamerica’s Future Fit Culture, which encompasses Acting as One, Accountability, Agility, and Customer Centricity.

• Skilled in using MS Office applications, particularly Excel.

• Applicants must have authorization to work for any employer in the U.S.

• Preferred: ASPPA designations (e.g., RPF, QKA) and/or relevant certifications.

• Preferred: Familiarity with internal systems (P3, Workplace Platform, AQT, etc.).

• Preferred: Knowledge of Salesforce.

🏝️ 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.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year.

• 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 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.