Manager, Client Executive / Relationship Manager

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 of 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. 

     

Who We Are 

  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

Job Description Summary

Responsible for the relationship management of an assigned group of Retirement Plan Clients. The Client Executive/Relationship Manager is accountable for client satisfaction, profitability, and retention. Client Executive/Relationship Manager will need to be well versed in Defined Contribution Plans, Defined Benefit Plans, and Total Retirement Outsourcing.

Job Description

Responsibilities:

• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.

• Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.

• Serve as the escalation point for service related issues.  Identify root causes and design strategies to resolve; manage resources through to resolution.

• Consult with clients and advisors on qualified plan design issues.  Interpret and explain plan provisions to accomplish client goals.

• Analyze and interpret discrimination testing rules and results; consult on solutions.

• Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts