Transamerica

Senior Manager, Client Onboarding

Transamerica

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • Iowa • United States

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Salary

💰 $115,000 - $130,000 per year

Job Level

Senior

About the role

  • Oversee managers of client onboarding teams within an assigned regional or market segment to ensure timely and quality service to clients.
  • Guide managers in the interviewing, hiring, and training of staff members; set team goals in alignment with strategic objectives.
  • Solicit feedback from company stakeholders to improve services and efficiency.
  • Identify trends related to conversion strategies that may require additional oversight and changes to audit processes.
  • Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders.
  • Identify needed system enhancements and make recommendations.
  • Review and authorize daily financial transactions and analyze financial impact.
  • Provide information to establish team budgets.
  • Assess staffing through capacity planning analysis.
  • Cultivate relationships with the sales team, client management, and external partners; ensure client and internal/external partner relationships are developed and maintained throughout the implementation period.
  • Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
  • Review new business opportunities with the pricing team to determine the feasibility of writing and administering the business; partner with Sales on new prospects and present the transition process and administration capabilities during finals and due diligence meetings.

Requirements

  • Bachelor’s degree in business field or equivalent experience
  • Seven years of defined contribution/pension plan experience, including management responsibilities
  • Five years of plan administration and onboarding experience
  • Thorough knowledge of compliance and contract administration
  • Excellent written and verbal communication skills to interact with all levels within and outside of the organization
  • Analytical and critical thinking skills to assess issues and choose logical and efficient methods of resolution
  • High level of diplomacy and relationship building skills
  • Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs
  • Knowledge of Transamerica investment products (Preferred)
  • LOMA, CEBS (Preferred)
Benefits
  • Competitive Pay
  • Bonus for Eligible Employees
  • Benefits Package
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Health and Work/Life Balance Benefits
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (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 at the time of birth, placement of an adopted child, or placement of a foster care child.
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
defined contribution plan experiencepension plan experienceplan administrationonboarding experiencecompliance knowledgecontract administrationfinancial analysiscapacity planning analysisbudget establishment
Soft Skills
written communicationverbal communicationanalytical skillscritical thinkingdiplomacyrelationship buildingorganizational skillsprioritizationteam leadership
Certifications
LOMACEBS