The Transamerica Corporation
Job Location :
Cedar Rapids,IA, USA
Posted on :
2025-08-21T17:36:21Z
Job Description :
The Director, Pooled Plan Account Management is responsible for the leadership and direction of the account management teams providing service to retirement plan sponsors, advisors and TPAs within the pooled plan market segment. This leader will work closely with our Client Executives and internal service teams to maintain client satisfaction, drive client loyalty and develop retention strategies. Job Description Responsibilities. Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS). Oversee client relationships within assigned accounts. Maintain high levels of client loyalty and retention within assigned accounts. Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention. Develop strong relationships with clients and intermediaries to ensure client satisfaction. Ensure compliance standards are sustained across entire team. Develop service &...Director, Management, Account, Diversity, Client Relations, Business Partner
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