Customer Care Representative – Life Insurance
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Job Description
Customer Care Representative supporting Transamerica’s insurance, retirement, and annuity customers. Researching inquiries, resolving issues, and delivering personalized service in a remote call-center environment.
Responsibilities:
- Answer calls regarding retirement, life, and annuity investment products
- Identify customer needs and provide personalized service
- Engage more knowledgeable team members as needed
- Locate and research information using multiple systems and technologies
- Coordinate with cross-functional departments 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
Requirements:
- 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 professionally, orally and in writing
- Ability to work independently and as part of a team
- Proficiency using MS Office tools
- Understanding of retirement, life, and annuity investment products preferred
- Ability to work varied shifts
- Must be authorized to work for any employer in the U.S.; visa sponsorship is unavailable
Benefits:
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program, including 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
- 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
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