Remote Financial Care Specialist

Transamerica Corporation; Northern (KY); Hybrid; USD 37,000 - 43,000; Full time

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

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.