About the Role
Title: Account Representative – Employee Benefits
Location: Work From Home United States
Job Description:
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 where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where 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 there.
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 where 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.com.
Job Description Summary
Responsible for the sale, distribution and support of the Employee Benefits product portfolio through identified channels managed by the organization. Develops and maintains long-term relationships with key accounts and producers that align with growth strategies.
Job Description
Responsibilities
- Promote sales solutions and enhance the consumer buying experience through a needs-based approach, including cross-sell VP products to existing health clients.
- 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 and increase in client and policyholder persistency.
- Measure satisfaction and persistency of the in-force book and implement relationship management strategies which drive customer engagement; implement a renewal management and cross-sell strategy that ensures customer satisfaction resulting in long-term persistency of in-force book of business and returns expected sales results.
- 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.
Qualifications
- 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).
Preferred Qualifications
- Broker/agency experience.
- Life/Health license.
Working Conditions
- Office environment or work remote from home.
- Moderate travel (15%)