Transamerica Client Relationship Manager in Little Rock, Arkansas
Job FamilyAccount Management
Job Description SummaryServe as primary contact between agent and client, recognizing issues, communicating them succinctly and accurately to internal /external customers and departments, and following through to resolution. Maintain strong and trusting relationships with clients, ensuring superior customer service when establishing new or implementing changes within existing cases.Job Description
Primary contact between the agent, and client ensuring that all of their needs are met and following up to ensure the account is handled from inception to delivery of first bill.
Assist Producers and Regional Sales staff with developing new and existing clients.
Consult with brokers on how to do business with TEB (including but not limited to: Account set up, electronic enrollment options, group submission, contracting and initial billing).
Provide training on TEB products and enrollment options.
Primary point of contact for assisting Regional Sales staff and Producers with group information (i.e. renewal information, re-enrollment reports, missing information reports, rates and case set up forms).
Facilitate the contract and licensing process for new agents.
Organize Producer Home Office visits.
Conduct enrollment and product training for enrollments onsite as necessary.
Review all Case documents for completeness and accuracy. Identify missing or incomplete data working with the broker to resolve any training issues, outstanding or missing items.
Facilitate Implementation call with Broker, Client, Implementations Specialist and Billing representatives to document and gather Case specific information.
Provide updates and reports on performance as well as following up with customers and business partners as needed.
Work in partnership with the other business segments in troubleshooting and resolving account issues, audits and rate or premium discrepancies.
Maintain accurate client files, utilizing AWD workflows and EIS.
Utilize CRM (Client Relationship Manager) software and other reporting mechanisms to keep track of weekly calls, sales and production.
Review agent and enroller licensing data, work with Contract and Licensing on exception processes.
Initiate employer set up on EIS (Employer Information System) to generate ER number; handing over completed Case documentation to Implementation Specialists for specific product and electronic builds.
Process and communicate Broker of Record changes as received/notified.
Bachelor’s degree in Marketing or related field; or equivalent combination of education and experience.
One year insurance experience in enrollment or sales and marketing role.
Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed.
Life and Health License
Worksite Marketing and Products knowledge
Behavioral & Leadership Competencies
Excellent attention to detail, project management and organizational skills.
Demonstrated outstanding customer service skills.
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above average and beyond approach to our customers
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
If you experience technical problems during the application process, please email firstname.lastname@example.org.
At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by 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 focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.