Account Representative - Employee Benefits

February 11

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Transamerica

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Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

📋 Description

• Responsible for the sale, distribution and support of the Employee Benefits product portfolio through identified channels. • Develops and maintains long-term relationships with key accounts and producers that align with growth strategies. • Promote sales solutions and enhance the consumer buying experience through a needs-based approach. • Provide sales assistance and marketing support for new and established distribution relationships. • Deliver orientation, operations and systems training to general agents and support staff as needed. • Handle large account client management. • Focus on management and growth of existing block of business. • Measure satisfaction and persistency of the in-force book and implement relationship management strategies. • Assist administrative/operational partners with complex problem resolution to ensure key account customer satisfaction. • Keep abreast of industry and consumer trends in related markets, channels and products.

🎯 Requirements

• Bachelor’s degree in a business related field or equivalent experience. • Three years of sales or customer service experience. • Understanding of employee benefits marketplace, including development of benefit packages, enrollment methods, eligibility management and termination procedures. • Understanding of the broker/agent distribution channel (for health: including Affordable Care Act (ACA), MEC, MVP and 60% AVP plans). • Understanding of the employee experience in enrollment and the use of voluntary, supplemental and primary medical insurance purchased through an employer. • Communication and presentation skills. • Relationship-building and interpersonal skills. • Proficient with MS Office (Word, Excel, PowerPoint, Outlook).

🏖️ Benefits

• Competitive Pay • 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 & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year • Parental Leave – fifteen (15) days of paid parental leave • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs