Customer Care Representative - Annuities
Aegon · United States
- Hybrid
- Full-time
- $40,000 / year
- United States
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Job highlights
- Handle customer calls about investments.
- Provide personalized customer service.
- Utilize multiple systems for research.
- Collaborate with other departments.
- Meet department metrics and goals.
About the role
About the Role
As the point of contact and “voice of the company” for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement, life, and annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.
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.
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.
Preferred Qualifications
- Understanding of retirement, life, and annuity investment products.
Working Conditions
Remote (Call Center) Environment. May work varied shifts.
Compensation
The salary for this position generally ranges between $37,000-$43,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Key skills/competency
- Customer Service
- Communication Skills
- Problem Solving
- Teamwork
- Adaptability
- Product Knowledge
- Call Center Operations
- MS Office Proficiency
- Attention to Detail
- Time Management
Skills & topics
- Customer Service
- Call Center
- Customer Support
- Customer Relations
- Client Services
- Annuities
- Retirement Planning
- Financial Services
- Representative
- CSR
How to get hired
- Tailor your resume: Highlight customer service, call center experience, and financial industry knowledge.
- Craft a compelling cover letter: Express your passion for customer experience and Aegon's mission.
- Prepare for behavioral questions: Practice examples demonstrating problem-solving and teamwork skills.
- Research Aegon: Understand their products, values, and commitment to customers.
- Inquire about training: Ask about the onboarding process for new Customer Care Representatives.
Technical preparation
Practice using multiple CRM systems.,Master MS Office Suite tools.,Familiarize with call center software.,Review common annuity product details.
Behavioral questions
Describe a difficult customer interaction.,How do you handle multiple inquiries?,Share an example of teamwork.,How do you stay updated on products?
Frequently asked questions
- What are the primary responsibilities of a Customer Care Representative at Aegon?
- As a Customer Care Representative at Aegon, your main duty is to be the 'voice of the company' for Transamerica customers. This involves providing accurate information on retirement, life, and annuity products, identifying customer needs, and ensuring a positive customer experience. You'll also research information using various systems, coordinate with other departments, document inquiries, and work towards achieving department goals.
- What qualifications are essential for the Customer Care Representative role at Aegon?
- To be considered for this role, you'll need an Associate's degree in a business field or equivalent experience. A minimum of one year in a call center or customer service role, or experience in the financial services industry, is required. Strong professional communication skills (oral and written) and the ability to work both independently and as part of a team, along with MS Office proficiency, are also essential.
- Is the Customer Care Representative position at Aegon remote?
- Yes, this Customer Care Representative position is a remote role, operating within a call center environment. This allows for flexibility in working location, though varied shifts may be part of the role.
- What is the typical salary range for a Customer Care Representative at Aegon?
- The estimated annual salary for this position at Aegon generally falls between $37,000 and $43,000. Please note that this range is an estimate and can vary based on factors such as candidate qualifications, operational needs, and other considerations permitted by law.
- Does Aegon offer bonus eligibility for the Customer Care Representative role?
- Yes, this Customer Care Representative position is typically eligible for an Annual Bonus. This bonus is usually based on the Company Bonus Plan and individual performance, and it is at the company's discretion.
- What kind of system navigation is involved for an Aegon Customer Care Representative?
- Customer Care Representatives at Aegon will need to be proficient in locating and researching information using multiple systems and technologies. This requires a good understanding of the company's internal tools and databases to provide accurate and timely information to customers.
- How important is teamwork for this Customer Care Representative position?