Aegon Asset Management Senior Account Manager in Cedar Rapids, Iowa
Job FamilyAccount / Relationship Management
Job Description SummaryThe people of Transamerica bring expertise, creativity, heart and diverse thought to everything that we do-and to the communities where we live and work. Are you passionate about building relationships and working in a fast paced environment where there is something new every day? If you answer yes, we are looking for you!Job Description
What You Will Do:
As an Account Manager, you will provide outstanding customer service to our clients and internal partners while being involved in nearly every aspect in the administration of our Mega Health Care retirement plans. Our Mega Health Care plans are comprised of many of our largest clients. Act as a liaison between our clients and internal teams. Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies.
What You Will Learn:
You will be working with a team of engaged professionals to enhance and sharpen your skills to effectively collaborate and enhance relationships with internal partners to ensure client retention, growth and profitability for all stakeholders. You will familiarize yourself with our Mega Health Care plans and their unique provisions in order to effectively communicate our services and capabilities to resolve complex client issues. Most importantly, you will approach every interaction as an opportunity to create a world class client experience.
What Success Looks Like:
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.
Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, outside assets, stock, outsourcing, etc.).
Gather data from multiple systems to interpret, trouble-shoot and resolve problems.
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. .
What You 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
Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
Knowledge of Salesforce
Ability to write AQT queries
What You Receive:
A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer
Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program
May travel (up to 10%) for client meetings and sales finals presentations
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 (https://www.transamerica.com/individual/about-us/careers/benefits/) .
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.
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. Please contact: email@example.com 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.
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact firstname.lastname@example.org 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.
If you experience technical problems during the application process, please email email@example.com.
At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.