Remote Case Manager – Financial Services Support

Transamerica; United States; À distance; USD 60 174 000 - 65 904 000; Plein temps

Avantages offerts par ce poste

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Résumé du poste

Transamerica is seeking a customer service professional to support financial advisors in a remote call center environment. You will process submissions, review applications, and resolve issues with a focus on speed, accuracy, and agent satisfaction.

The role emphasizes exceptional communication, multi-tasking, and the ability to work across departments to deliver timely answers and clear guidance to advisors.

Qualifications

• Clear and professional written and verbal communication.
• Strong customer service orientation with urgency and professionalism.
• Good problem-solving and decision-making skills.
• Attention to detail and ability to multi-task.
• Proficiency using MS Office and data-entry across multiple systems.

Responsabilités

• Process and monitor new business submissions and answer post-sale questions.
• Complete suitability reviews for annuity applications when applicable.
• Prioritize workload to ensure timely processing and issue resolution.
• Handle inbound calls and emails from advisors and field offices with a service-first approach.
• Communicate requirements and updates to agents via phone and email.
• Provide status updates and explanations, escalating complex cases as needed.
• Process transactions while meeting speed and quality goals.
• Collaborate with cross-functional teams to respond to actions pending.
• Follow up on policy delivery requirements to ensure timely placement.
• Consult with other departments to resolve complex agent service issues.

Connaissances

Communication skills

Customer service orientation

Problem solving

Attention to detail

Multi-tasking

Formation

Associate’s degree in business

1 year financial services operations experience

Outils

MS Office

Description du poste

Transamerica is seeking a customer service professional to support financial advisors in a remote call center environment. You will process submissions, review applications, and resolve issues with a focus on speed, accuracy, and agent satisfaction.

The role emphasizes exceptional communication, multi-tasking, and the ability to work across departments to deliver timely answers and clear guidance to advisors.