The Client Management Story

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The Client Management Story

• Kelly Kain, Senior Client Relationship Manager

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Client Management Role

• Build Relationships
• Deliver Simplified Personal Service
• Increase Client Satisfaction
• Retain Clients
• Deliver Promises

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Client Relationship Manager Role

• Strategic Partner with the Client, Advisor and
  TPA
• Be the Face of Transamerica
• Establish the Client Needs and Fulfill Them
• Issue Resolution
• Resource Coordination
• Manage the Process
• Be Accessible, Reliable and Resourceful
• Be Proactive

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Client Relationship Managers

• National Presence
• 38 CRMs located across the country
• 15 locations, 3 time zones
• Experience
• Average industry tenure of 16 years
• Average service with Transamerica over 5 years
• NASD Licensed

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U.S. Client Relationship Managers
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U.S. Client Relationship Managers
Mary Sanderson Director 800-942-7304 ext 312
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Client Management

• Service Model
• Visits
• Calls
• Sponsor Connect
• 866-498-4557
• Participant Call Center
• 800-401-TRAN

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The Retirement Plan Review Purpose

• We are committed to providing a comprehensive
  retirement solution that exceeds the clients
  expectations.
• The Retirement Plan Review has been created as a
  tool for the Client Relationship Manager to use
  to deliver that solution.

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Retirement Plan Review

• Provides detailed overview of the health of the
  plan and contract
• Essential consultative tool to provide to client
  during annual visit
• Sets us apart from the marketplace
• Tells a story
• Full document satisfies the clients core due
  diligence needs
• Leaves behind meaningful action items

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