Job Family Account / Relationship Management About Us At Transamerica, hard
work, innovative thinking, and personal accountability are qualities we honor
their careers, families, communities, and personal interests. collaboratively in a positive environment — one focused on helping people look
financial services companies in America to serve everyday people from all walks
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
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
United in our purpose, we help people create the
financial freedom to live life on their terms. 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
These are supported by Transamerica
Corporate, which includes Finance, People and Places, General Counsel, Risk,
Communications, Brand, and Government and Policy Affairs. international financial services group serving approximately 23.9 million
customers worldwide.* Description Summary The Intermediate Account Manager - Life, Accident, &
Disability will provide outstanding relationship management for day-to-day
solutions/alternatives that best serve the customer. focus with short term disability claims. partners to deliver superior customer service and improve client retention.
Gather data from multiple
service issues, general administrative processes and/or key partnerships.
Follow-up with business groups and service vendors to ensure service levels are
review account details, discuss plan offerings and resolve complex service level
Identify and promote additional service opportunities to aid in the
and consult on products, services and capabilities that add value for the
billing discrepancy, new business, and reenrollment reports to resolve complex
Produce and provide marketing materials for
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
skills Technical aptitude to quickly learn software applications Ability to work
proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)
accident & Disability experience Experience with CRM systems (e.g., Salesforce)
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.
to sponsor or take over sponsorship of an employment visa at this time.
impersonating Transamerica recruiters, particularly for remote positions. We will never request personal information such as ID or payment for
equipment upfront. This job description is not a contract of
functions, the applicable HR Business Partner should be contacted to evaluate
comprehensive benefits package designed to support both the personal and
financial well-being of our employees. Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee
Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance
Dental Insurance Vision Insurance Employee Discounts Career Training &
starting at 160 hours annually for employees in their first year of service. 10) paid holidays per year (typically mirroring the New York Stock Exchange
(NYSE) holidays). service at the time of birth, placement of an adopted child, or placement of a
foster care child. Adoption Assistance Employee Assistance Program Back-Up Care
Resource Groups Inclusion and Diversity Programs Employee Recognition Program
Referral Bonus Programs Inclusion & Diversity
We believe our commitment to
diversity and inclusion creates a work environment filled with exceptional
Advocate, and several Seramount lists, including the Inclusion Index, 100 Best
Executive Women.
workplace, and marketplace, Transamerica offers a wide range of diversity and
inclusion programs. common characteristic of diversity. a supportive environment to help us better appreciate our similarities and
the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and
the volunteer efforts of our employees, the foundation supports nonprofit
communities where we live and work.
grown into an international company serving more than 23.9 million people across
It offers investment, protection, and retirement solutions, always
Helping people live their best lives. critical environmental and societal issues, with a focus on climate change and
inclusion and diversity.
* innovative thinking, and personal accountability are qualities we honor and
between their careers, families, communities, and personal interests.
helping people look forward and plan for the best life possible while providing
of Aegon, an integrated, diversified, international financial services group.
million customers.*
