Intermediate Account Manager - Retirement

Location: Cedar Rapids, Iowa; hybrid work arrangement; occasional travel under 10% for client meetings and sales finalist presentations. Applicants must be authorized to work for any employer in the United States.

Salary: $52,000–$62,000 annually, plus potential annual bonus eligibility.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions as part of the international Aegon group.

What you will do

• Support daily administration of retirement plans and build effective relationships with customers, clients, and financial professionals.
• Research service issues, coordinate with managers and internal partners, and negotiate appropriate resolutions.
• Provide accurate and timely information while supporting client retention, growth, and profitability.
• Gather and interpret data from multiple systems to troubleshoot and resolve complex problems.
• Lead client meetings in person or by conference call and consult on products, services, and plan capabilities.
• Assist with training and mentoring new account managers.

Requirements

• Bachelor’s degree in a business field or equivalent education and experience.
• At least three years of customer relationship experience, including one year in retirement or financial services.
• Knowledge of daily retirement plan administration, recordkeeping, outsourcing, and processing capabilities.
• Strong written and verbal communication, relationship management, presentation, influence, and negotiation skills.
• Proficiency with Microsoft Office tools, including Excel.
• Authorization to work for any employer in the United States; visa sponsorship is not available.

Nice to have

• ASPPA designations such as RPF or QKA, or related certifications.
• Knowledge of P3, Workplace Platform, AQT, Salesforce, or other internal systems.

Culture & Benefits

• Collaborative environment focused on accountability, agility, customer centricity, and inclusion.
• Medical, dental, vision, disability, pension, 401(k) matching, and employee stock purchase benefits.
• Paid time off starting at 160 hours annually, plus ten paid holidays.
• Tuition reimbursement, career training, wellness coaching, and employee assistance programs.
• Paid parental leave, adoption assistance, backup care, volunteer PTO, and employee resource groups.