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Sr Account Manager-Retirement at Transamerica - ApplyBlast

Sr Account Manager-Retirement

Transamerica

17 hours ago

3.5 on Glassdoor

Cedar Rapids, Iowa, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Sr Account Manager-Retirement provides outstanding customer service through daily retirement plan administration, addressing inquiries and resolving issues with technical proficiency. This role involves partnering with clients to develop plan visions and strategies using consultative selling skills while collaborating with Client Executives and internal operations to enhance customer satisfaction. The position requires managing client relationships, ensuring retention and growth, and serving as a subject matter expert on recordkeeping and processing capabilities.

Responsibilities

Manage daily administration of retirement plans and resolve customer inquiries
Partner with clients to create plan vision and strategy using consultative selling
Collaborate with internal partners to address client needs and resolve complex issues

Skills

Qualifications

Bachelor's degree in business fieldASPPA designations (e.g. RPF, QKA)related certifications

About Transamerica

transamerica.com

Headquarters

Baltimore, Maryland, United States

Company Size

5001-10000 employees

Founded

1904

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Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.