Operations Relationship Manager

Job Family

Customer Service

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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 — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

The Operations Relationship Manager is responsible for enhancing the service experience of operational transactions for our key distributor firms and advisors. Partners with the business development team, wholesaling staff, key distributors, and cross functionally within Transamerica to provide continuous improvements for pre-sale and post-issue services. Addresses distributor operational needs to enhance sales opportunities. Leads a team responsible for improving service resolution time, enhance advisor loyalty, and improve customer satisfaction.

Collaborates the Administrative Services organization to recognize trends, resolve systemic issues, and drive procedure improvements.

• Enhance relationships with key service providers and vendors, customers, financial advisors, wholesaling staff and distributor contacts. Provide proactive and regular communication of changes to policies and procedures, project initiatives, and performance metrics.
• Drive operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors. Understand the operational needs of key distributors and represent their views in project prioritization discussions.
• Work with Operations Relationship Support team to fully resolve both pre-sale and post-sale escalated service issues efficiently, perform root cause analysis, communicate resolution on issues and take actions toward service recovery.
• Provide oversight of service providers and vendors, and appropriate feedback based on key metrics and service level results.
• Evaluate various forms of media and communications, including but not limited to service forms, statements, and website experience for customers and financial advisors, and making appropriate recommendations/updates…