Director, Managing Director – 401K Relationship Manager
skillventory - A Leading Talent Research Firm
Intermediate Account Manager
Transamerica
full-time
Posted on:
Location Type: Hybrid
Location: Cedar Rapids • Colorado, Iowa, Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $62,000 - $72,000 per year
Job Level
JuniorMid-Level
About the role
- 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
- 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
- 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
- College Coach 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
relationship managementcustomer serviceproblem resolutiondata interpretationbilling discrepancy resolutionmarketing material productioninsurance benefit plans administrationtechnical aptitudesoftware application learning
Soft skills
communication skillsattention to detailorganizational skillsindependent worknegotiation skills
