Intermediate Implementation Project Manager - Transamerica Employee Benefits
Full Time
Canton, MA
Posted
Job description
Job Family
Transactions / Client Processing
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
As Transamerica launches exciting new Employee Benefits products, we are excited to add an Implementation Project Manager to focus on the initiative!
The Intermediate Implementation Project Manager is responsible for the installation of employee benefit plans, communicating succinctly and working closely with the client and internal resources to ensure a smooth implementation. This important role handles moderate to complex installations in partnership with the sales team, account manager, and account executive.
Job Description
Responsibilities
- Primary contact between the broker/enrollment firm and client facilitating all aspects of the implementation process from submission to deliver of the initial bill.
- Review all case documents for completeness and accuracy, identifying missing or incomplete data working with the broker/enrollment firm to resolve any training issues, outstanding or missing items.
- Consult with broker/enrollment firm, sales lead, and internal contracting team to obtain any necessary appointments.
- Manage relationships with internal and external parties throughout the installation process.
- Negotiate and manage implementation timeline and schedule any meetings necessary for the successful implementation of the business.
- Consult with Underwriting on any items to include takeover/transition, unique eligibility requirements, and rate structures.
- Facilitate implementation calls with broker/enrollment firm, client and billing representatives to document and gather case specific information.
- Utilize CRM software such as Salesforce to document implementation of sold client.
- Initiate employer setup on group system and work in conjunction with internal partners to complete group setup in all applicable systems.
- Manage communications between our internal teams, broker/client and the Electronic Vender Platform to ensure accurate product/enrollment builds and navigate complicated installations
- Partner with internal teams to conduct compliance, enrollment platform and file feed testing.
- Provide updates and reports on performance as well as following up with customers and business partners.
- Responsible for ensuring a smooth transition to the applicable Account Executive and Account Manager for on-going service management.
Qualifications
- One year of experience in the financial services industry.
- Communication and interpersonal skills.
- Customer service/client focused.
- Problem-solving skills and attention to detail.
- Ability to work in a fast-paced team environment
- Proficiency using MS Word and Excel.
Preferred Qualifications
- Understanding of Employee Benefit Products.
**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.**
The Salary for this position generally ranges between $58,000-$72,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
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
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Competitive Pay
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Bonus for Eligible Employees
Benefits Package
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Pension Plan
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401k Match
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Employee Stock Purchase Plan
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Tuition Reimbursement
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Disability Insurance
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Medical Insurance
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Dental Insurance
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Vision Insurance
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Employee Discounts
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Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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Paid Time Off starting at 160 hours annually for employees in their first year of service.
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Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
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Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
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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.
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Adoption Assistance
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Employee Assistance Program
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College Coach Program
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Back-Up Care Program
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PTO for Volunteer Hours
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Employee Matching Gifts Program
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Employee Resource Groups
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Inclusion and Diversity Programs
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Employee Recognition Program
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Referral Bonus Programs
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Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. 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.
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