Intermediate Account Manager – TAG Retirement

Transamerica

. Provide support for daily administration of retirement plans .

Posted 11/4/2026full-timeUnited StatesMid-LevelSenior💰 $52,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in retirement plan administration and customer relationship management, with strong skills in communication, negotiation, and data analysis. Proficient in utilizing MS Office tools and internal systems to enhance client interactions and service delivery.

Highest-signal resume keywords

Retirement Plan AdministrationCustomer Relationship ManagementEffective Presentation SkillsMS Office ProficiencyASPPA Designations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationCustomer Relationship ManagementData AnalysisProblem ResolutionNegotiation Skills

Soft Skills

Relationship ManagementCommunication SkillsMentoring SkillsInfluence Skills

Tools & Technologies

MS OfficeSalesforceP3Workplace PlatformAQT

Certifications & Qualifications

ASPPA DesignationsRPFQKA

Industry Keywords

Financial ServicesClient MeetingsQuality MetricsAction PlansTraining

About the role

Key responsibilities & impact

Provide support for daily administration of retirement plans
Identify customer expectations and develop strong working relationships
Coordinate with the manager to research issues and negotiate problem resolution
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams
Provide prompt, accurate and consistent information meeting or exceeding quality metrics
Recognize and communicate possible improvements to management
Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities
Gather data from multiple systems to interpret, troubleshoot and resolve problems
Lead effective and strategic client meetings face-to-face or via conference call
Attend training to obtain functional retirement plan knowledge
Assist with mentoring new account managers
Travel occasionally for client meetings and sales final presentations

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent education/experience
Three years of customer relationship experience, including one year of retirement or financial services industry experience
Knowledge of daily administration of retirement plans
Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
Effective presentation, influence and negotiation skills
Proficiency using MS Office tools, including Excel
Applicants must be authorized to work for any employer in the U.S.
ASPPA designations (e.g. RPF, QKA) and/or related certifications preferred
Knowledge of internal systems (P3, Workplace Platform, AQT, etc.) preferred
Knowledge of Salesforce preferred

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
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, 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
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