Account Manager - Remote (CST or EST)

Job Family
Account / Relationship Management

Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients' accounts. We're in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

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

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.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Stock Purchase Plan
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off
• Paid Holidays
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• College Coach 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
• Peer Recognition Program (BRAVO)

Inclusion & Diversity

Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign's Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount's "100 Best Companies" list.

In addition, as part of Transamerica's commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Giving Back

Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Aegon's roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world's leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Websites

Transamerica | Protecting Your Wealth and Health since 1906

Aegon Group Corporate Website | Aegon

Management Team

Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica