Intermediate Account Manager (Retirement)

Location: Cedar Rapids, Iowa; office environment with occasional travel of less than 10%. Applicants must be authorized to work for any employer in the United States; visa sponsorship is not available.

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

Company

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

What you will do

• Support the daily administration of retirement plans and respond to customer inquiries.
• Research issues, troubleshoot problems across multiple systems, and negotiate appropriate resolutions.
• Build relationships with clients, financial professionals, Client Executives, and internal service teams.
• Lead client meetings and provide accurate information aligned with quality metrics.
• Identify service improvements, maintain action plans, and support client retention and account growth.
• Assist with mentoring new account managers.

Requirements

• Bachelor’s degree in a business field or equivalent education and experience.
• 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, presentation, influence, negotiation, and relationship management skills.
• Proficiency with Microsoft Office tools, including Excel.
• U.S. work authorization without employer visa sponsorship.

Nice to have

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

Culture & Benefits

• Collaborative environment focused on accountability, agility, customer centricity, and inclusion.
• Medical, dental, vision, disability, pension, 401(k) match, 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, employee resource groups, and diversity programs.