Intermediate Account Manager (Retirement)

Location: Cedar Rapids, Iowa; hybrid work arrangement. Applicants must be authorized to work for any employer in the U.S.

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

Company

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

What you will do

• Support the daily administration of retirement plans under minimal supervision.
• Respond to client and financial advisor inquiries by phone and shared email, researching issues and providing accurate resolutions.
• Build proactive relationships with plan sponsors, financial professionals, client executives, and internal service teams.
• Coordinate action plans and collaborate with internal partners to resolve complex issues and improve client retention.
• Lead client meetings, gather data from multiple systems, and troubleshoot problems with limited management assistance.
• Assist with mentoring new account managers and communicate process improvement opportunities.

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 relationship management, communication, presentation, influence, negotiation, organization, and time management skills.
• Proficiency with Microsoft Office tools, including Excel.
• U.S. work authorization is required; employment visa sponsorship is not available.

Nice to have

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

Culture & Benefits

• Hybrid work environment with a collaborative, customer-focused culture.
• Competitive pay and potential annual bonus.
• Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off, paid holidays, parental leave, adoption assistance, and backup care.
• Career development opportunities, wellness programs, employee resource groups, and inclusion and diversity programs.