Customer Care Representative - Annuities

Transamerica Corporation

Northern (KY)

Hybrid

USD 37,000 - 43,000

Full time

4 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica Corporation in the United States is seeking a Customer Service representative to handle calls about retirement, life, and annuity products, delivering accurate information and an outstanding customer experience from a remote call center.

The role requires strong communication skills, the ability to work independently and with a team, and proficiency in MS Office. It offers competitive pay, benefits, and opportunities for growth within a trusted financial services leader.

Qualifications

Associate’s degree in a business field or equivalent experience.
One year of call center or customer service experience, or financial services industry experience.
Ability to communicate with customers in a professional manner, orally and in writing.
Ability to work independently and as part of a team.
Proficiency using MS Office tools.

Responsibilities

Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
Locate/research information using multiple systems/technologies.
Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
Learn and maintain a basic understanding of products, procedures, and systems.
Achieve department metrics and expectations.
Participate in a team based environment to achieve department goals.

Skills

Customer service

Communication skills

Team player

MS Office proficiency

Independent worker

Education

Associate’s degree or equivalent

Tools

MS Office

Job description

Job Family Customer Service

About Us

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.

Who We Are

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.

What We Do

Transamerica is organized into three distinct businesses.

World Financial Group, including Transamerica Financial Advisors
Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions
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 transamerica.com.

Job Description Summary

As the point of contact and “voice of the company” for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement, life, and annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Job Description Responsibilities

Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
Locate/research information using multiple systems/technologies.
Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
Learn and maintain a basic understanding of products, procedures, and systems.
Achieve department metrics and expectations.
Participate in a team based environment to achieve department goals.

Qualifications

Associate’s degree in a business field or equivalent experience
One year of call center or customer service experience, or financial services industry experience
Ability to communicate with customers in a professional manner, orally and in writing
Ability to work independently and as part of a team
Proficiency using MS Office tools

Preferred Qualifications

Understanding of retirement, life, and annuity investment products

Working Conditions

Remote (Call Center) Environment. May work varied shifts.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

Compensation

The salary for this position generally ranges between $37,000-$43,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.