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[Remote] Lead I Account Manager-Retirement

Remote · Qatar Full-time

Note: The job is a remote job and is open to candidates in USA. Aegon is a company that specializes in retirement plans, and they are seeking a Lead Account Manager to oversee the administration and servicing of complex retirement plans. The role involves developing client relationships, problem resolution, and leading team projects to enhance customer satisfaction and retention.

Responsibilities

Oversee administration and servicing of complex retirement plans. Identify customer expectations and develop a strong working relationship
Research issues, develop potential solutions, and negotiate problem resolution
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders
Provide prompt, accurate and consistent information that meets or exceeds quality metrics
Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies
Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues
Demonstrate extensive knowledge of all recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for the team
Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, outside assets, stock, outsourcing, etc.)
Gather data from multiple systems to interpret, trouble-shoot and resolve problems
Lead effective/strategic client meetings either face-to-face or via conference call. Share best practices with the team
Assist in interviewing, providing leadership, coaching and development of team members
Assist with escalation resolution and approve reversals and profit or loss calculations
Monitor and take the lead on team projects, enhancements and process improvements. Establish deadlines and lead team to meet goals
Understand and drive solutions that lead to efficiency and value-added service for clients and internal customers
May make financial approvals up to $500 in the absence of management

Skills

Bachelor's degree in a business field or equivalent education/experience
Eight years of customer relationship experience, including five years of retirement industry experience
Expert knowledge of daily administration of retirement plans
Outstanding relationship management and ability to communicate with clients in a professional manner, orally and in writing
Advanced presentation, influence and negotiation skills
Ability to align behaviors and work to Transamerica's Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity
Proficiency using MS Office tools
Advanced skills in MS Excel
Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
Knowledge of Salesforce

Benefits

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.
Hybrid
Travel for client meetings and sales finals presentations

Company Overview

Aegon offers products and services in the life insurance, pension, retirement, and asset management fields. It was founded in 1983, and is headquartered in Den Haag, Zuid-Holland, NLD, with a workforce of 10001+ employees. Its website is https://www.aegon.com/.

Apply Now Open full posting

Experienced Data Entry Clerk for 17-Year-Olds – Entry-Level Position at Hirevector About Hirevector At Hirevector, we are driven by a mission to be the world's most customer-centric company. We strive to offer our customers the lowest possible prices, the best available selection, and the utmost convenience. Established in 1994, we’ve grown from an online bookstore into a global powerhouse that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence. Your Opportunity Awaits We are excited to announce our Data Entry Clerk position specifically tailored for 17-year-olds! This is a unique opportunity to start your career with one of the world's leading companies while improving your computer skills and gaining real-world experience. Position Overview As a Data Entry Clerk at Hirevector, you will play a crucial role in our operations by managing various forms of data input and validation. This position is an excellent opportunity for motivated and detail-oriented teenagers looking to build valuable work experience in a fast-paced environment. Key Responsibilities: Accurately enter customer data into our internal systems. Review and verify data for accuracy and completeness. Organize and maintain data files and records. Assist in organizing information and preparing reports. Communicate effectively with team members to resolve discrepancies. Who We Are Looking For This role is perfect for a responsible 17-year-old who is eager to learn and grow. We are looking for candidates who meet the following criteria: Essential Qualifications: Must be 17 years old by the time of application. High School student or recent graduate preferred. Basic computer skills and familiarity with Microsoft Office Suite. Strong attention to detail and organization skills. Ability to work independently as well as a part of a team. Effective communication skills—both written and verbal. Willingness to learn and accept feedback. What We Offer Working at Hirevector comes with unique benefits tailored to help you thrive: Benefits and Perks: Flexible working hours that can accommodate your school schedule. A competitive hourly wage. Professional development opportunities and training. A supportive work environment with a focus on teamwork. Networking and potential career advancement within the company. Diversity and Inclusion At Hirevector, we value diversity and strive to create an inclusive work environment. We believe that the more diverse our workforce, the better we can serve our customers. We are proud to be an Equal Opportunity Employer where everyone can find success. Your Next Steps If you’re excited about the opportunity to gain skills and be part of an innovative team, we encourage you to apply! This position is a fantastic way for 17-year-olds to gain essential work experience and a chance to contribute to a global leader in technology. Career Growth Opportunities At Hirevector, we believe in investing in our employees' growth and development. As a Data Entry Clerk, you will have the opportunity to learn and grow with our company, taking on new challenges and responsibilities as you progress in your career. Work Environment and Culture Our work environment is fast-paced and dynamic, with a focus on teamwork and collaboration. We encourage open communication, creativity, and innovation, and we strive to create a positive and inclusive work environment for all employees. Compensation, Perks, and Benefits We offer a competitive hourly wage, flexible working hours, and a range of benefits and perks to support your well-being and career development. We also provide comprehensive training and professional development opportunities to help you succeed in your role. Conclusion Data entry jobs for 17-year-olds at Hirevector represent a valuable starting point for any young aspiring professional. With the right guidance and opportunity, you can not only develop practical skills essential for your career but also join a company that embraces innovation and creativity. This is your chance to take those first steps toward a bright future. Don’t hesitate—apply today and be part of something bigger! FAQs Q: What is the minimum age requirement for this position A: You must be at least 17 years old to apply for this position. Q: Do I need prior experience in data entry to apply A: No prior experience is necessary, but basic computer skills and a willingness to learn are important. Q: What are the working hours for this role A: The working hours are flexible and can be arranged to fit around your school schedule. Q: Will training be provided A: Yes, comprehensive training will be provided to ensure you are fully prepared for your responsibilities. Q: What growth opportunities exist within this role A: There are numerous opportunities for career advancement within Hirevector, especially for dedicated employees who excel in their roles. Apply Now! Ready to take the first step in your career Apply now for the Data Entry Clerk position at Hirevector and join our team of innovative and dedicated professionals!

Work from home Full-time role

[Remote] Lead I Account Manager-Retirement

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