Policyholder Experience Specialist - Life & Annuities

Transamerica; Cedar Rapids (IA); Hybrid; USD 50,000 - 68,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Pension Plan 401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Job summary

Transamerica is seeking a Customer Service professional to support in-force life insurance and annuity products. You will process requests, research issues, and respond to inquiries from customers and agents using multiple systems.

The role requires collaboration with vendors and cross-functional teams to ensure accurate information and timely service. The position emphasizes strong communication, problem-solving, and a solid understanding of life insurance and annuity products.

Qualifications

• Associate degree in a business field or equivalent experience.
• Three years of financial services experience.
• General knowledge of life insurance and/or annuity investment products.
• Ability to effectively communicate with customers in a professional manner, orally and in writing.
• Excellent organizational skills and ability to work independently, and as part of a team.
• Problem solving and decision-making skills to identify and resolve issues.
• Proficiency using MS Office tools and the ability to quickly learn software applications.

Responsibilities

• Use exceptional customer service and interpersonal skills to handle customer and agent inquiries.
• Provide information via email, letters, and phone calls as appropriate.
• Process requests accurately and timely following department procedures within service level standards.
• Handle financial and non-financial transactions such as payments, outgoing funds, illustrations.
• Analyze, process, and update policies in applicable systems; make corrections as needed.
• Perform policy and system research to identify and resolve issues.
• Mentor and coach vendor partners and provide guidance on service delivery processes.
• Work with cross functional departments to obtain information needed to fulfill customer and agent requests.
• Participate in a team-based environment to achieve department goals; help identify procedural gaps and other opportunities for improvement.
• Use critical thinking skills to handle escalated situations and refer to higher level staff as appropriate.
• Maintain a proficient understanding of products, procedures, and systems.

Skills

Customer service

Communication

Organizational skills

Problem solving

Teamwork

Education

Associate degree or equivalent

Tools

MS Office

Job description

Transamerica is seeking a Customer Service professional to support in-force life insurance and annuity products. You will process requests, research issues, and respond to inquiries from customers and agents using multiple systems.

The role requires collaboration with vendors and cross-functional teams to ensure accurate information and timely service. The position emphasizes strong communication, problem-solving, and a solid understanding of life insurance and annuity products.