Manager, Account Management (TAG)

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 w employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company w 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 t. 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 w 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 . Job Description Summary Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the institutional market. Job Description Responsibilities Implement service strategies and manage team activities to complete assigned functions. Resolve escalated issues and make process decisions. Approve P&L amounts up to $5,000. Establish team goals, objectives and priorities in alignment with department goals. Build proactive relationships with internal and external customers. Partner with other teams to resolve escalated issues, client complaints and processing errors. Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems. Develop and implement process efficiencies and improvements. Evaluate team performance and make compensation recommendations. Participate in sales and retention meetings as needed. Actively recruit, train, coach and mentor employees. Qualifications Bachelor's degree in business or related field, or equivalent work experience. Seven years of retirement industry experience, including supervisory experience. Leadership skills to manage complex relationships. Critical thinking and decision-making skills to manage multiple projects. Communication skills to interact with all levels of the organization. Ability to grasp technical concepts and explain to internal and external customers. Preferred Qualifications FINRA Series 6. ASPPA certifications Experience working with/for a TPA Working Conditions Hybrid Environment

•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.

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Compensation:

The salary for this position generally ranges between $81,000-$93,000. 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 for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:

Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the... Visit the Employer site for more details