Market Generation Consultant
AAA
Int Account Manager, Retirement
Transamerica
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado, Iowa
Visit company websiteSalary
💰 $50,000 - $57,000 per year
Job Level
Mid-LevelSenior
About the role
- Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers
- Partner with Client Executives and internal partners to enhance customer relationships and satisfaction
- Support daily administration of retirement plans with minimal supervision
- Identify customer expectations and develop strong working relationships
- Coordinate with manager to research issues and negotiate problem resolution
- Develop and foster proactive relationships with clients, financial professionals and internal service teams to ensure client retention and growth
- 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
- Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities
- Attend training to obtain functional retirement plan knowledge (plan design, plan specific requirements, outside assets, stock, outsourcing, etc.)
- Gather data from multiple systems to interpret, troubleshoot and resolve problems
- Lead effective/strategic client meetings face-to-face or via conference call
- Assist with mentoring new account managers
Requirements
- 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 ability to communicate with clients in a professional manner, orally and in writing
- Effective presentation, influence and negotiation skills
- Ability to align behaviors and work to Transamerica’s Future Fit Culture (Acting as One, Accountability, Agility, Customer Centricity)
- Proficiency using MS Office tools, including Excel
- Preferred: ASPPA designations (e.g. RPF, QKA) and/or related certifications
- Preferred: Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
- Preferred: Knowledge of Salesforce
- Applicants must be authorized to work for any employer in the U.S.; employer cannot sponsor or take over sponsorship of an employment visa
- May travel (up to 10%) for client meetings and sales presentation finals
