Aegon Asset Management Accountant Implementation Specialist in Norwood, Massachusetts
Job FamilyAccount / Relationship Management
Job Description SummaryResponsible for understanding the needs of the customer and configuring the software to meet them. Completes system build requirements on EIS (Employer Information system), AWD and Electronic Enrollment platforms to ensure that new and existing groups are completed accurately and within established enrollment timelines. Facilitate the seamless installation of new employers or changes to existing accounts.Job Description
Manage and maintain good communication and solid working relationships with Account Managers and team members in order to facilitate the seamless installation of new employers or changes to existing accounts.
Review & Scrub group documents and advise of missing or incorrect information and communicate to the appropriate contacts of any updates needed and how to resubmit.
Subject Matter Expert in developing and building new/existing accounts on systems and other vendors electronic enrollment platforms such as TEB Web Enrollment, Common Census Cases, Transapp, Selerix and Universal Files.
Manage and maintain data within multiple systems & platforms.
Work closely with Implementation Managers, Brokers, Internal Wholesales & Regional Vice President’s to ensure implementation timelines are established, agreed upon, met and systems are configured accordingly.
Communicate details and status of group’s implementation to stakeholders accordingly.
Conduct usability tests on electronic enrollment cases to make sure that brokers and/or enrollers using the system will not become confused or encounter problems.
Provide account specific electronic enrollment training for internal partners.
Create and communicate instructional guides and helpful tips/troubleshooting techniques to users of the software and teammates.
Manage new and existing group queues, run electronic files, spreadsheets and releasing paper applications to New Business Processing maintaining department service standards.
Primary point of contact for questions regarding applications received as additions to groups, EIS configuration, Electronic Enrollment systems configuration and questions from other internal departments needing clarification of group’s system parameters.
Manage email boxes, and mail distributing work using predefined methodology.
Assist with research/questions using analytical skills to determine the appropriate action needed to resolve issues timely, both internally and externally.
Maintain confidentiality of information as appropriate.
Communicate with a cross-section of stakeholders including brokers, management, enrollers, employers and clients, and other internal departments.
Demonstrated outstanding customer service skills.
The ability to work independently under pressure and adapt to diverse situations.
Excellent attention to detail, project management and organizational skills.
Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed.
Bachelor’s degree in Marketing, Finance or related field; or equivalent combination of education and work experience.
One year insurance experience in enrollment or sales and marketing role.
Two years’ insurance experience in enrollment or sales and marketing role.
Worksite Marketing and Products knowledge.
- Remote environment – WFH (work from home)
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 (https://www.transamerica.com/individual/about-us/careers/benefits/) .
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.
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At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by 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 focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.