Hiring: Intermediate Account Manager - Retirement (Mid-Market) Company: Aegon Location: United States Job Posted Time: 2026-09-10 11:52:06 Employment Type: Contract / Remote Target Skills & Keywords : Microsoft Excel, Microsoft Office, Salesforce About the job Required Skills: •Under minimal 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. •Partner cross-functionally with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues. •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, outsourcing, etc.). Qualifications: •Bachelor’s degree in a business field or equivalent education/experience •Three years of customer relationship experience, including one year of retirement or financial services industry experience •Knowledge of daily administration of retirement plans •Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing •Effective presentation, influence and negotiation skills •Demonstrated capacity 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 •ASPPA designations (e.g. RPF, QKA) and/or related certifications •Knowledge of internal systems •Travel for client meetings and sales finals presentations Compensation: •$52,000 - $62,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!