Transamerica

Director, Single Employer Plans – Account Management

Transamerica

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $135,000 - $175,000 per year

Job Level

Lead

About the role

  • Design service models that establish metrics, quality indicators, and service standards to achieve high customer satisfaction and Net Promoter Score (NPS).
  • Oversee client relationships within assigned single employer plan accounts.
  • Maintain strong client loyalty and retention through consistent and proactive relationship management.
  • Achieve measurable objectives for profitability, client satisfaction, and retention.
  • Develop strong relationships with clients and intermediaries to support satisfaction and long‑term engagement.
  • Ensure compliance standards are sustained across the team.
  • Develop service and retention strategies aligned with organizational goals.
  • Drive new business acceptance, client repricing, and fee waiver processes.
  • Set department and team goals and priorities.
  • May support firm‑wide initiatives or cross‑functional projects as needed.

Requirements

  • Bachelor’s degree in business or related field
  • Ten years of experience in the retirement industry, including leadership of client‑facing account management teams and oversight of single employer plan relationships
  • Expert knowledge of financial analytics, service metrics, and quality indicators
  • Leadership skills to manage complex relationships, empower teams, and drive accountability
  • Critical thinking and decision‑making skills to manage multiple projects
  • Communication skills to interact with all levels of the organization
  • Adaptable to change and able to lead others through change processes
  • Proficient in MS Word and Excel
  • Preferred Qualifications MBA
  • FINRA Series 6
  • ASPPA certifications
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
financial analyticsservice metricsquality indicatorsclient repricingfee waiver processes
Soft Skills
leadershipcritical thinkingdecision-makingcommunicationadaptability
Certifications
Bachelor's degreeMBAFINRA Series 6ASPPA certifications