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Aegon · 1 day ago

Sr Account Manager - Retirement

United States

Full-time

Remote

Senior Level

$62K/yr - $72K/yr

5+ years exp

Aegon is a company focused on providing exceptional customer service in retirement plan administration. The Sr Account Manager will be responsible for managing retirement plans, developing client relationships, and ensuring client satisfaction through effective communication and problem resolution.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

No H1B

Responsibilities

Manage the daily administration of retirement plans. Identify customer expectations and develop a strong working relationship

Research issues, develop potential solutions, and negotiate problem resolution

Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders

Provide prompt, accurate and consistent information that meets or exceeds quality metrics

Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies

Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues

Demonstrate strong knowledge of recordkeeping, outsourcing and processing capabilities, acting as a subject matter expert for the team

Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, outside assets, stock, outsourcing, etc.)

Gather data from multiple systems to interpret, trouble-shoot and resolve problems

Lead effective/strategic client meetings either face-to-face or via conference call. Share best practices with the team

Assist in mentoring new account managers

Assist with escalation resolution and approve reversals and profit or loss calculations

Qualification

Retirement plan administrationCustomer relationship managementPresentation skillsMS Office proficiencyASPPA designationsSalesforce knowledgeNegotiation skillsCommunication skillsMentoring skillsProblem-solving skills

Required

Bachelor's degree in business field or equivalent education/experience

Five years of customer relationship experience, including three years of retirement industry experience

Thorough knowledge of daily administration of retirement plans

Outstanding relationship management and the ability to communicate with clients in a professional manner, orally and in writing

Effective presentation, influence and negotiation skills

Ability to align behaviors and work to Transamerica's Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity

Proficiency using MS Office tools, including Excel