Transamerica

HQ
Baltimore
Total Offices: 5
13,844 Total Employees
Year Founded: 1904

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8 Days AgoSaved
In-Office
Home Junction, CA, USA
Fintech • Insurance
Manage relationships and retention for assigned retirement plans (401(k), DB, MEP). Conduct plan and investment reviews, resolve escalated service issues, consult on plan design, compliance, terminations, and communications. Drive cross-sell and conversions, support sales with subject-matter expertise, deliver client training, and participate in projects to improve service and client satisfaction.