Int Account Manager – Life, Accident & Disability

Transamerica

Transamerica account manager administering complex voluntary life, accident, and disability insurance plans. Resolving client issues, supporting agents, and improving retention through relationship management.

Posted 8/18/2026full-timeDenver • Colorado, Iowa • 🇺🇸 United StatesJuniorMid-Level💰 $62,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client relationship management and customer service skills, with a focus on resolving complex issues and improving client retention. Proficient in utilizing CRM systems and Microsoft Office products to support operational efficiency and effective communication.

Highest-signal resume keywords

Client Relationship ManagementCustomer ServiceCRM Systems ExperienceMicrosoft Office ProficiencyVoluntary Insurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data InterpretationProblem ResolutionBilling Discrepancy ReviewProduct AdministrationResearch Skills

Soft Skills

Excellent Communication SkillsAttention to DetailOrganizational SkillsAbility to MultitaskIndependent Work

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Voluntary Insurance BenefitsLife InsuranceAccident InsuranceDisability Insurance

About the role

Key responsibilities & impact

Develop and maintain close relationships with clients, agents, and internal partners to deliver superior customer service and improve client retention
Research inquiries and issues, determine solutions or alternatives, and negotiate problem resolution
Gather data from multiple systems to interpret, troubleshoot, and resolve issues
Handle complex service issues, administrative processes, and key partnerships
Follow up with business groups and service vendors to ensure service levels are met
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 retention of inforce voluntary plans
Address client needs, develop action plans, and consult on products, services, and capabilities
Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals
Participate 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 marketing materials for clients and agents and work with the Marketing team
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
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, including Word, Excel, and PowerPoint
Knowledge of voluntary insurance benefits preferred
Life, accident, and disability experience preferred
Experience with CRM systems such as Salesforce preferred
Ability to multitask and prioritize preferred
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

Annual bonus eligibility based on the Company Bonus Plan/Individual Performance
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including 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
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