Senior Account Manager – Retirement

Transamerica

Account Manager for retirement plans at Transamerica providing customer service and creating client strategies. Managing daily administration and fostering client relationships to ensure satisfaction and retention.

Posted 7/12/2026full-timeCedar Rapids • Colorado, Iowa • 🇺🇸 United StatesSenior💰 $64,000 - $74,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan administration and customer relationship management, with a strong focus on effective communication, problem resolution, and consultative selling skills. Proficient in utilizing MS Office tools and internal systems to enhance client service and retention.

Highest-signal resume keywords

Retirement Plan AdministrationCustomer Relationship ManagementConsultative Selling SkillsEffective Presentation SkillsMS Office Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Retirement Plan AdministrationAQT Query WritingRecordkeeping KnowledgeNegotiation SkillsProblem Resolution

Soft Skills

Outstanding Relationship ManagementEffective CommunicationMentoring SkillsCollaboration SkillsInfluence Skills

Tools & Technologies

MS OfficeSalesforceP3Workplace PlatformAQT

Certifications & Qualifications

ASPPA DesignationsRPFQKA

Industry Keywords

Customer ServiceClient RetentionFinancial ProfessionalsConsultative SellingClient Needs Assessment

About the role

Key responsibilities & impact

Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers, while demonstrating technical proficiency and service skills.
Partner with the client in creating a plan vision and strategy using consultative selling skills.
Manage the daily administration of retirement plans.
Identify customer expectations and develop a strong working relationship.
Research issues, develop potential solutions, and negotiate problem resolution.
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies.
Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
Demonstrate strong knowledge of recordkeeping, outsourcing and processing capabilities, acting as a subject matter expert for the team.
Lead effective/strategic client meetings either face-to-face or via conference call.
Share best practices with the team.
Assist in mentoring new account managers.
Assist with escalation resolution and approve reversals and profit or loss calculations.

Requirements

What you’ll need

Bachelor’s degree in business field or equivalent education/experience
Five years of customer relationship experience, including three years of retirement industry experience
Thorough knowledge of daily administration of retirement plans
Outstanding relationship management and the 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, which includes Acting as One, Accountability, Agility, and Customer Centricity.
Proficiency using MS Office tools, including Excel
ASPPA designations (e.g. RPF, QKA) and/or related certifications (preferred)
Knowledge of internal systems (P3, Workplace Platform, AQT, etc.) (preferred)
Knowledge of Salesforce (preferred)
Ability to write AQT queries (preferred)

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