Remote Case Manager for Financial Advisors

Transamerica Corporation; Northern (KY); Hybrid; USD 29,000 - 32,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Job summary

Transamerica Corporation is seeking a remote Call Center Customer Service Associate to support financial advisors with new business submissions, post-sale inquiries, and issue resolution. You will manage workload, perform suitability reviews for annuity applications, and maintain professional communication with agents across multiple systems.

The role emphasizes strong communication, customer service focus, and the ability to multitask in a fast-paced environment while ensuring timely policy and

Qualifications

• Associate’s degree in a business field or equivalent education/experience.
• One year of financial services operations or related industry experience.
• Excellent communication skills that are clear and professional – both written and verbal.
• Strong customer service orientation with the ability to think as the customer and respond to advisors with a sense of urgency and professionalism.

Responsibilities

• Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution.
• Complete suitability review for annuity applications using system tool and set criteria for making decisions.
• Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while managing agent expectations.
• Answer inbound calls and emails from advisors and field offices; provide superior service that demonstrate ownership, follow-through, and a positive tone.

Skills

Communication

Customer service

Problem solving

Attention to detail

Multi-tasking

MS Office

Data entry

Education

Associate’s degree in business or equivalent

Tools

MS Office

Job description

Transamerica Corporation is seeking a remote Call Center Customer Service Associate to support financial advisors with new business submissions, post-sale inquiries, and issue resolution. You will manage workload, perform suitability reviews for annuity applications, and maintain professional communication with agents across multiple systems.

The role emphasizes strong communication, customer service focus, and the ability to multitask in a fast-paced environment while ensuring timely policy and