Operations Relationship Manager position at Transamerica.| United States Of America

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Transamerica Operations Relationship Manager

Experience: General

Pattern: full-time

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Cedar Rapids, ..........United States Of America

Job Family Customer Service 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 The Operations Relationship Manager is responsible for enhancing the service experience of operational transactions for our key distributor firms and advisors. Partners with the business development team, wholesaling staff, key distributors, and crossfunctionally within Transamerica to provide continous improvements for pre-sale and post-issue services. Addresses distributor operational needs to enhance sales opportunities. Leads a team responsible for improving service resolution time, enhance advisor loyalty, and improve customer satisfaction. Collaborates the Administrative Services organization to recognize trends, resolve systemic issues, and drive procedure improvements. Job Description Responsibilities Enhance relationships with key service providers and vendors, customers, financial advisors, wholesaling staff and distributor contacts. Provide proactive and regular communication of changes to policies and procedures, project initiatives, and performance metrics. Drive operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors. Understand the operational needs of key distributors and represent their views in project prioritization discussions. Work with Operations Relationship Support team to fully resolve both pre-sale and post-sale escalated service issues efficiently, perform root cause analysis, communicate resolution on issues and take actions toward service recovery. Provide oversight of service providers and vendors, and appropriate feedback based on key metrics and service level results. Evaluate various forms of media and communications, including but not limited to service forms, statements, and website experience for customers and financial advisors, and making appropriate recommendations/updates accordingly. Serve as a steering committee member to develop and maintain financial advisor and distributor experience surveys/feedback. Lead Operations, key service providers and vendors, and other service organization changes based on feedback received. Provide guidance to key service providers, vendors, and other service organization employees regarding successful operational relationship management, problem resolution, and service excellence. Develop network of contacts with key service providers, vendors, Transamerica sales, Transamerica service, and partner firms. Qualifications Bachelors degree in a business field or equivalent experience. Five years of life insurance, annuity, retirement plans, or financial services experience. Five years of customer service/relationship building experience. Excellent written and verbal communication skills. Strong analytical and problem solving skills. Ability to establish and influence business relationships. Ability to work on teams, and independently, in a fast paced environment. Preferred Qualifications Expert understanding of the life insurance, annuities, retirement plans, broker-dealer operations, and experience serving distributing intermediaries. Knowledge of Transamerica and partner firm products. Familiarity with service provider products. Working Conditions Hybrid *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 $75,000-$90,000. 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. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation 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 (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance 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 Inclusion & Diversity    We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.   To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.    Giving Back    We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.      Transamerica’s Parent Company  Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   * As of December 31, 2023

Operations Relationship Manager job opportunity at Transamerica.

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