Intermediate Account Manager

Full time
Client Services
Cedar Rapids
Transamerica

Provides outstanding customer service in the day-to-day administration of retirement plans. Responds to inquiries and handles research and resolution of issues. Communicates with clients on the implications of technical developments.

Responsibilities
  • Support the daily administration of retirement plans.
  • Coordinate with the manager to research issues and negotiate problem resolution.
  • Develop and foster relationships with clients and internal partners.
  • Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
  • Identify areas for improvement and make recommendations to management.
  • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
  • Gather data from multiple systems to interpret, troubleshoot and resolve issues.
  • Assist in training new account managers.

Qualifications

  • Bachelor’s degree in a business-related field or equivalent education/experience.
  • Three years of retirement industry experience.
  • Excellent communication and customer service skills.
  • Knowledge of record keeping, outsourcing and processing capabilities.
  • Proficiency using MS Office tools, including Excel.

Preferred Qualifications.

  • ASPPA designation and/or related studies.
  • Knowledge of company systems (e.g. Paris 3).

Working Conditions

  • Office environment
  • Occasional travel for client meetings.

Company information

Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck. Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career.  We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks.  All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. 

 

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

 

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: applicantsupport@transamerica.com.

 

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.