Account Manager - Remote (CST or EST)

Provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients.

Responsibilities

• Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention.
• Research a broad range of inquiries/issues and determine potential solutions/alternatives; escalate more complex issues to management.
• Follow-up with business groups and service vendors to ensure service levels are met.
• Gather data from multiple systems to interpret, troubleshoot and resolve issues; escalate to management as appropriate.
• Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems and portals, under the guidance of more senior staff.
• Handle routine issues related to general administrative processes for group and policy maintenance.
• Review billing discrepancy, new business, and reenrollment reports to resolve routine employee and client level issues.
• Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed.
• Develop knowledge of voluntary benefits and systems.

Qualifications

• Bachelor's degree in a business field or equivalent combination of education/experience
• Customer service, relationship management or research related experience in a corporate environment
• Excellent written and oral communication skills
• Excellent attention to detail and organizational skills
• Technical aptitude to quickly learn software applications
• Ability to work independently and leverage resources to complete assignments
• Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)

Preferred Qualifications

• Financial services or account manager experience
• Knowledge of voluntary insurance benefits
• Experience with CRM systems (e.g., Salesforce)

Working Conditions:

• Office or hybrid office/remote environment

For the ideal candidate, Intermediate level may be considered based on experience level.
Company information

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: [email protected].

Technical Assistance:

If you experience technical problems during the application process, please email [email protected].