Bilingual Field Relations Specialist - Remote Call Center

Transamerica Corporation; United States; Remote; USD 30,000 - 32,000; Full time

Job summary

Transamerica Corporation is seeking a Sales Support / Operations professional to serve as the main contact for licensing, appointments, commissions, and operational guidance for our field force. This role supports WFG, WFGIA, and TFA platforms while delivering timely information and effective service.

The position emphasizes call handling, system navigation, and relationship-building to manage expectations on processing times and program updates. A strong customer service background is essential.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience.
• Two years of call center, customer service, or related work experience.
• Excellent written and oral communication skills.
• Strong customer service skills.
• Strong problem-solving and decision-making skills.
• Ability to prioritize multiple responsibilities, including high-volumes calls and processing.
• Attention to detail.
• Technical aptitude to assist field force with system navigation.
• Proficiency using MS Office.

Responsibilities

• Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions.
• Obtain information from a variety of sources/systems and analyze account activity, products, and programs as needed.
• Monitor process queues to ensure service level agreements are met.
• Assist field force with navigation of various tools offered on the WFG website, WFG mail, CRM platforms, etc.
• Develop and maintain relationships with the field force; help set expectations on processing times, peak times, etc.
• Participate in conference calls to stay up-to-date on available marketing programs.

Skills

Customer service

Communication

Problem solving

Multitasking

Education

Bachelor’s degree in business field or equivalent education/experience

Tools

MS Office

Job description

Transamerica Corporation is seeking a Sales Support / Operations professional to serve as the main contact for licensing, appointments, commissions, and operational guidance for our field force. This role supports WFG, WFGIA, and TFA platforms while delivering timely information and effective service.

The position emphasizes call handling, system navigation, and relationship-building to manage expectations on processing times and program updates. A strong customer service background is essential.