Job Description Summary
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
What You Will Do: As part of Transamerica's team you will provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching, and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.
What You Will Learn: You will increase your ability to build and maintain strong relationships across Transamerica. You will learn to promote a Future Fit mindset including Acting as One, Accountability, Agility and Customer Centricity.
What Success Looks Like:
Under general supervision, provide support for daily administration of retirement plans. Identify customer expectations and develop a strong working relationship.
Coordinate with manager to research issues 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 communicate possible improvements to management.
Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for our clients.
Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA's, Outside assets, stock, etc.).
What You Need:
Bachelor's degree in a business field or equivalent education/experience
Two years of customer relationship experience, or experience in the retirement or financial services industry
Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
Ability to present, influence and negotiate
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
Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
Knowledge of Salesforce
Knowledge of daily administration of retirement plans
What You Receive:
A Comprehensive Wealth + Health package. It's 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 you'll 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
Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.
Transamerica Life Insurance Company