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Senior Account Manager – Retirement
Transamerica. Manage the daily administration of retirement plans .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing retirement plans and fostering strong client relationships while effectively resolving complex issues. Proficient in utilizing internal systems and tools to enhance operational efficiencies and maintain high-quality service standards.
Highest-signal resume keywords
Retirement Plan AdministrationCustomer Relationship ManagementEffective Presentation SkillsMS Office ProficiencyASPPA Designations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan AdministrationData TroubleshootingAQT Query WritingProblem ResolutionNegotiation Skills
Soft Skills
Relationship ManagementCommunication SkillsInfluence SkillsMentoring SkillsCollaboration Skills
Tools & Technologies
MS OfficeSalesforceP3Workplace PlatformAQT
Certifications & Qualifications
ASPPA DesignationsRPFQKA
Industry Keywords
Retirement IndustryClient MeetingsQuality MetricsAction PlansFuture Fit Culture
About the role
Key responsibilities & impact- Manage the daily administration of retirement plans
- Identify customer expectations and develop strong working relationships
- Research issues, develop potential solutions, and negotiate problem resolution
- Foster proactive, positive relationships with clients, financial professionals, and internal service teams
- Provide prompt, accurate, and consistent information meeting or exceeding quality metrics
- Implement solutions and suggest improvements to gain efficiencies
- Collaborate with internal partners to address client needs and maintain action plans
- Consult on products, services, and capabilities to retain clients and resolve complex issues
- Act as a subject matter expert on recordkeeping, outsourcing, and processing capabilities
- Attend training to obtain functional retirement plan knowledge
- Gather data from multiple systems to troubleshoot and resolve problems
- Lead strategic client meetings in person or by 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
- Travel for client meetings and sales final presentations
Requirements
What you’ll 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 ability to communicate with clients professionally, orally and in writing
- Effective presentation, influence and negotiation skills
- Ability to align behaviors and work to Transamerica’s Future Fit Culture
- Proficiency using MS Office tools, including Excel
- 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
- Ability to write AQT queries preferred
- Moderate travel of 10 to 25%
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
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