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Account Manager - Retirement

Company: Transamerica
Location: Saint Petersburg
Posted on: September 13, 2019

Job Description:

Account Manager

The people of Transamerica bring expertise, creativity, heart and diverse thought to everything that we do-and to the communities where we live and work.

Are you passionate about building relationships and working in a fast paced environment where there is something new every day?

If you answer yes, we are looking for you?

What You Will Do:

Provide outstanding customer service to external clients in the day to day administration of retirement plans. Liaison between the clients and operations center. Respond to inquiries, research and handle issues.

What You Will Learn:

You will be working with a team of engaged professionals who focuses on the forefront of the client initiatives to maintain the Transamerica reputation. Being able to present information to a group, client over the phone or a team. Answering and responding to the clients to ensure questions have been answered and provide the best customer service experience.

What Success Looks Like:


  • Support the daily administration of retirement plans.
  • Coordinate with the manager to research issues and negotiate problem resolution.
  • Develop and foster relationships with clients and internal partners.
  • Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
  • Identify areas for improvement and make recommendations to management.
  • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.

    What You Need:

    • Bachelors degree in a business-related field or equivalent education/experience.
    • Two years of retirement industry experience.
    • Excellent communication and customer service skills.
    • Knowledge of record keeping, outsourcing and processing capabilities.
    • Proficiency using MS Office tools, including Excel.

      What You Receive:

      A Comprehensive Wealth + Health package. Its our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As youll come to discover, Wealth + Health is a central part of everything we do!

      Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

      Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer

      Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program

Keywords: Transamerica, St. Petersburg , Account Manager - Retirement, Executive , Saint Petersburg, Florida

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