Customer Care Representative - Annuities
Transamerica · United States
- Hybrid
- Full-time
- $43,000 / year
- United States
Job highlights
- Handle customer inquiries on financial products.
- Provide accurate and complete information.
- Work within a dedicated customer service team.
- Utilize multiple systems for research.
- Document customer interactions and follow-up.
About the role
Customer Care Representative Annuities
At Transamerica, we honor and reward hard work, innovative thinking, and personal accountability. We embrace a diverse workforce and foster an environment where employees achieve a balance between their careers, families, communities, and personal interests. Our positive environment helps people plan for their best life possible by providing tools and solutions.
About Transamerica
We believe everyone deserves to live their best life. Transamerica was one of the first financial services companies in America to serve everyday people. Today, we are part of an international holding company with millions of customers and thousands of employees worldwide, offering insurance, retirement, and investment solutions.
What We Do
Transamerica is comprised of World Financial Group, Protection Solutions and Savings & Investments (including life insurance, annuities, employee benefits, retirement plans), and Financial Assets (legacy blocks of long-term care, universal life, and variable and fixed annuities). These businesses are supported by Transamerica Corporate functions. We employ nearly 7,000 people and are part of Aegon, an international financial services group.
Job Description Summary
As the primary point of contact for Transamerica customers, this role provides accurate information regarding retirement, life, and annuity investment products. You will work collaboratively within a team dedicated to delivering an outstanding customer experience.
Responsibilities
- Utilize exceptional customer service and interpersonal skills to handle calls about retirement, life, and annuity investment products.
- Identify customer needs and provide personalized service, escalating to more knowledgeable team members when necessary.
- Locate and research information using multiple systems and technologies.
- Coordinate with cross-functional departments to resolve customer issues.
- Document customer inquiries and actions, ensuring timely follow-up on outstanding items.
- Learn and maintain a basic understanding of products, procedures, and systems.
- Achieve department metrics and expectations.
- Participate in a team-based environment to meet departmental goals.
Qualifications
- Associate’s degree in a business field or equivalent experience.
- One year of call center, customer service, or financial services industry experience.
- Ability to communicate professionally with customers, both orally and in writing.
- Ability to work independently and as part of a team.
- Proficiency with MS Office tools.
Preferred Qualifications
- Understanding of retirement, life, and annuity investment products.
Working Conditions
Remote (Call Center) Environment. May work varied shifts.
Key skills/competency
Customer Service, Annuities, Financial Products, Call Center, Communication Skills, Problem Solving, MS Office, Teamwork, Customer Support, Product Knowledge
Skills & topics
- Customer Service
- Call Center
- Annuities
- Financial Services
- Customer Support
- Representative
- Remote
- Communication
- MS Office
- Problem Solving
How to get hired
- Tailor your resume: Highlight customer service and financial industry experience, emphasizing product knowledge relevant to annuities and retirement.
- Showcase communication skills: In your application and interviews, demonstrate your ability to communicate professionally and empathetically with customers.
- Emphasize teamwork: Provide examples of successful collaboration in previous roles, as this is a team-based environment.
- Prepare for remote work: Be ready to discuss your experience with remote work setups and your ability to work independently and meet performance metrics.
- Research Transamerica: Understand their mission, values, and commitment to helping people achieve their best lives.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the typical salary range for a Customer Care Representative Annuities at Transamerica?
- The estimated annual salary for a Customer Care Representative Annuities at Transamerica typically ranges between $37,000 and $43,000. This range can vary based on individual qualifications, operational needs, and other factors permitted by law. The position may also be eligible for an annual bonus.
- Is this a remote position?
- Yes, the Customer Care Representative Annuities role at Transamerica is a remote position within a call center environment.
- What are the key responsibilities of a Customer Care Representative Annuities?
- Key responsibilities include answering customer calls regarding retirement, life, and annuity investment products, identifying customer needs, researching information using multiple systems, coordinating with other departments, documenting inquiries, and maintaining product knowledge.
- What qualifications are required for this role?
- Required qualifications include an Associate's degree in a business field or equivalent experience, one year of call center or customer service experience, strong communication skills, the ability to work independently and in a team, and proficiency in MS Office.
- Does Transamerica offer benefits for this role?
- Yes, Transamerica offers a comprehensive benefits package for eligible employees, which may include a pension plan, 401k match, tuition reimbursement, medical, dental, and vision insurance, paid time off, and career development opportunities.
- How can I stand out when applying for the Customer Care Representative Annuities position at Transamerica?
- To stand out, emphasize your customer service experience, particularly in financial services or with annuity products. Highlight your problem-solving abilities, your capacity to learn new systems quickly, and your commitment to providing excellent customer experiences. Mentioning any familiarity with remote work best practices would also be beneficial.
- What is Transamerica's stance on diversity and inclusion?
- Transamerica is committed to diversity and inclusion, fostering a work environment with exceptional individuals. They have been recognized for their efforts and offer various diversity and inclusion programs, including Employee Resource Groups (ERGs), to promote understanding and appreciation of differences.
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