Intermediate Account Manager

Transamerica

Intermediate Account Manager at Transamerica managing complex voluntary insurance benefit plans and providing outstanding client relationship management with agents.

Posted 5/6/2026full-timeCedar Rapids • Colorado, Iowa • 🇺🇸 United StatesJuniorMid-Level💰 $62,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients.
Perform research, resolve issues, and communicate solutions/alternatives that best serve the customer.
Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention.
Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution.
Gather data from multiple systems to interpret, troubleshoot and resolve issues.
Handle more complex service issues, general administrative processes and/or key partnerships.
Follow-up with business groups and service vendors to ensure service levels are met.
Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues.
Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans.
Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals.
Make suggestions to use the system to its’ fullest advantage.
Participate as needed in cross functional initiatives as a department subject matter expert.
Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues.
Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed.
Keep current on products and systems to educate agents and clients.

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent combination of education/experience
Two years of insurance or client relationship experience
Customer service, relationship management or research related experience in a corporate environment
Excellent written and oral communication skills to address client needs and provide education
Excellent attention to detail and organizational skills
Technical aptitude to quickly learn software applications
Ability to work independently and leverage resources to complete assignments
Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

relationship managementcustomer serviceproblem resolutiondata interpretationbilling discrepancy resolutionmarketing material productioninsurance benefit plans administrationtechnical aptituderesearch skillsaction plan development

Soft Skills

communication skillsattention to detailorganizational skillsindependent worknegotiation skillsclient educationcross-functional collaborationclient retentionservice level managementservice opportunity identification