Provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients. Perform research, resolve issues, and communicate solutions/alternatives that best serve the customer.

Responsibilities

  • Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention.
  • Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnerships.
  • Follow-up with business groups and service vendors to ensure service levels are met.
  • Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues.
  • Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans.
  • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
  • Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its’ fullest advantage.
  • Participate as needed in cross functional initiatives as a department subject matter expert.
  • Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues.
  • Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed.
  • Keep current on products and systems to educate agents and clients.


Qualifications

  • Bachelor’s degree in a business field or equivalent combination of education/experience
  • Two years of insurance or client relationship experience
  • Customer service, relationship management or research related experience in a corporate environment
  • Excellent written and oral communication skills to address client needs and provide education
  • Excellent attention to detail and organizational skills
  • Technical aptitude to quickly learn software applications
  • Ability to work independently and leverage resources to complete assignments
  • Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)


Preferred Qualifications

  • Knowledge of voluntary insurance benefits
  • Experience with CRM systems (e.g., Salesforce)


Working Conditions

  • Hybrid (in office Tuesday, Wednesday, Thursday)

*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 $62,000-$75,000. 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.