Aegon Asset Management Account Manager - Retirement in Cedar Rapids, Iowa
Job FamilyAccount Management
Job Description SummaryProvide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.Job Description
Under general supervision, provide support for daily administration of retirement plans. Identify customer expectations and develop a strong working relationship.
Coordinate with manager to research issues 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 communicate possible improvements to management.
Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for our clients.
Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, Outside assets, stock, etc.).
Bachelor's degree in a business field or equivalent education/experience
Two years of customer relationship experience, or experience in the retirement or financial services industry
Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
Ability to present, influence and negotiate
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
Knowledge of daily administration of retirement plans
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.
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.
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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.