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Manager, Account Management (TAG)
manager · Other
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.**
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 event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.