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Account Specialist - Retirement
Transamerica US
Denver, CO, United States
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Job Family
Account Management
Job Description Summary
Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.
Responsibilities
• Respond to service inquiries from clients, advisors, TPAs and client executives.
• Handle plan transactions, including payroll, distribution and enrollment needs.
• Troubleshoot and resolve client issues; escalate service concerns as appropriate.
• Document and initiate processing requests; ensure information is updated in appropriate systems.
• Provide client reporting, including APR and BI.
• Manage complex plan activities, including fund changes, re-pricing and product conversions.
• Order materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials.
• May coordinate internal or external conference calls with clients.
Qualifications
• Bachelor’s degree in a business-related field or equivalent work experience.
• Three years of retirement industry experience.
• Two years of customer service experience.
• Intermediate skills using MS Word, Excel, PowerPoint.
Behavioral Qualifications
• Written/verbal communication and interpersonal skills.
• Research skills to resolve client issues.
• Organizational skills and the ability to multi-task.
Preferred Qualifications
• ASPPA designation or related coursework.
• Knowledge of company systems.
Working Conditions
• Office/call center environment.
Our Culture
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
• Acting as One fosters an environment of positive collaboration.
• Accountability allows us to own the problem as well as the solution.
• Agility inspires new ideas, innovation and challenges the status quo.
• Customer Centricity encourages an above and beyond approach to our customer.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
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.
Ontario Applicants:
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").