Int Account Manager - Life, Accident & Disability

About this role

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 The Intermediate Account Manager - Life, Accident, & Disability will provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients. This person all perform research, resolve issues, and communicate solutions/alternatives that best serve the customer. They will have an extra focus with short term disability claims. Job Description Responsibilities • Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention. • Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues.  Handle more complex service issues, general administrative processes and/or key partnerships. • Follow-up with business groups and service vendors to ensure service levels are met. • Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues. • Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans. • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client. • Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its’ fullest advantage. • Participate as needed in cross functional initiatives as a department subject matter expert. • Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues. • Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed. • Keep current on products and systems to educate agents and clients.

Qualifications • Bachelor’s degree in a business field or equivalent combination of education/experience • Two years of insurance or client relationship experience • Customer service, relationship management or research related experience in a corporate environment • Excellent written and oral communication skills to address client needs and provide education • Excellent attention to detail and organizational skills • Technical aptitude to quickly learn software applications • Ability to work independently and leverage resources to complete assignments • Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)

Preferred Qualifications • Knowledge of voluntary insurance benefits • Life, accident & Disability experience • Experience with CRM systems (e.g., Salesforce) • Ability to multitask and prioritize

Working Conditions • Hybrid

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**  

Compensation: The salary for this position generally ranges between $62,000-$75,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility: This position is also typically eligible fo

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