Manager, Client Transition Services

Job FamilyInstallation Services
Job Description SummaryJob Profile Summary
This position can be located in Harrison, NY., Cedar Rapids, IA., or Norwood, MA.
As part of the Client Transition Services (CTS) team, oversees staff responsible for plan transition support to new and existing clients.Job Description
Manage a team of transitions managers/consultants within an assigned region or market segment to ensure timely and quality service to clients.
Set team goals and provide clear direction and guidance to ensure timely and quality results.
Oversee day-to-day plan, data and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition.
Cultivate and maintain relationships with the sales team, client management and external partners; ensure team aligns with internal and external resources to meet project deliverables.
Serve as an escalation point for case-related issues across teams and market segment; develop and implement processes for mitigation of future issues and management of customer expectations.
Interview, hire and train staff. Conduct team meetings and provide ongoing performance feedback.
Search for ways to improve effectiveness, efficiency and "value added" for internal and external customers.
Assist in the evaluation of new business opportunities. Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings.
Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders as needed.
Review and authorize daily financial transactions.
Bachelor's degree in business-related field or equivalent experience.
Five years of defined contribution/pension plan experience.
Three years of supervisory/management experience.
Knowledge of plan administration and installation processes.
Knowledge of compliance and contract administration.
Proficiency in MS Office.
Preferred Qualifications
Knowledge of Transamerica investment products.
Behavioral Qualifications
Advanced written and verbal communication skills to interact with all levels within and outside of the organization.
Analytical and critical thinking skills to access issues and choose logical and efficient methods of resolution.
High level of diplomacy and relationship-building skills.
Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs.
Our Culture
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 and beyond approach to our customer.
Working Conditions
Office environment.
Flexible work hours to service clients in different time zones.
Occasional travel.
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.
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: applicantsupport@transamerica.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.
Ontario Applicants:
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 applicantsupport@transamerica.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.
Technical Assistance:
If you experience technical problems during the application process, please email applicantsupport@transamerica.com.

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