• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews. • Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. • Serve as the escalation point for service related issues. • Identify root causes and design strategies to resolve; manage resources through to resolution. • Consult with clients and advisors on qualified plan design issues. • Interpret and explain plan provisions to accomplish client goals. • Analyze and interpret discrimination testing rules and results; consult on solutions. • Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products. • Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products. • Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors. • Consult with clients on participant communication strategies and options. • Schedule workshops and facilitate fulfillment of enrollment materials. • Provide reporting on the success of strategies and programs. • Consult with clients on plan termination issues; submit plan termination requests for processing. • Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors. • Ensure a balance is kept between competing interests of clients and providers. • Manage special projects as assigned.