Int Account Specialist-Retirement

Job Family

Account / Relationship Management

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.

Job Description

Responsibilities

• Respond to service inquiries from clients, advisors, TPAs and client executives.
• Handle client transactions, including payroll, distribution and enrollment needs.
• Document and initiate processing requests; ensure information is updated in appropriate systems.
• Provide client reporting, including APR and BI, as requested.
• Coordinate 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.

Qualifications

• Bachelor’s degree in a business-related field or equivalent work experience.
• Two years of retirement industry experience.
• One year of customer service experience.
• Written/verbal communication and interpersonal skills.
• Organizational skills and the ability to multi-task.
• Basic skills in MS Word, Excel, PowerPoint.

Preferred Qualifications

• ASPPA designation or related coursework.
• Knowledge of company systems.

Working Conditions

• Remote/call center environment.

Compensation 

**Please note that the compensation info