Customer Care Representative - Life Insurance
Transamerica · United States
- Hybrid
- Full-time
- $40,000 / year
- United States
Job highlights
- Handle customer inquiries for financial products.
- Provide accurate and complete information.
- Deliver outstanding customer experiences.
- Work within a supportive team environment.
- Utilize multiple systems for information.
About the role
About Transamerica
At Transamerica, we honor and reward hard work, innovative thinking, and personal accountability. We embrace a diverse workforce and foster an environment where employees balance their careers, families, communities, and personal interests. We are a company where talented professionals work collaboratively in a positive environment, focused on helping people plan for their best life possible by providing tools and solutions to achieve their goals.
We believe everyone deserves to live their best life. As a financial services company with over a century of history, we offer insurance, retirement, and investment solutions to millions of customers worldwide through our diverse agent network. We are part of an international holding company and are committed to being a force for good in our communities.
What We Do
Transamerica is organized into three distinct businesses: World Financial Group (including Transamerica Financial Advisors), Protection Solutions and Savings & Investments (comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions), and Financial Assets (including legacy blocks of long-term care, universal life, and variable and fixed annuities). These are supported by Transamerica Corporate functions. Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
Job Description Summary
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. You will work as part of a team 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 for positive and meaningful outcomes; engage more knowledgeable team members for complex issues.
- Locate and research information using multiple systems and 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 proficient 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.
- Three years of call center or customer service experience, or one year of 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 between 7 am - 6 pm CST.
Compensation
The salary for this position generally ranges between $37,000-$43,000. This range is an estimate and may vary. This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance.
What We Offer
- 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)
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave (15 days paid)
- 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
Key skills/competency
- Customer Service
- Life Insurance
- Call Center
- Communication Skills
- Problem-Solving
- MS Office Proficiency
- Financial Services
- Product Knowledge
- Teamwork
- Customer Relationship Management
Skills & topics
- Customer Service
- Customer Care Representative
- Life Insurance
- Call Center
- Financial Services
- Customer Support
- Remote
- Transamerica
- Communication
- Problem Solving
How to get hired
- Tailor your resume: Highlight customer service, call center, and financial services experience relevant to Transamerica's needs.
- Showcase your skills: Emphasize communication, problem-solving, and proficiency with MS Office tools in your application.
- Research Transamerica: Understand their commitment to helping people live their best lives and their company values.
- Prepare for interviews: Be ready to discuss your experience in handling customer inquiries and working in a team environment.
- Demonstrate product interest: Express your enthusiasm for learning about retirement, life, and annuity products.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the primary responsibilities of a Customer Care Representative at Transamerica?
- As a Customer Care Representative at Transamerica, your main responsibility is to be the "voice of the company" by providing accurate and complete information to callers regarding retirement, life, and annuity investment products. You'll identify customer needs, resolve issues, and contribute to an outstanding customer experience within a team environment.
- What qualifications are needed for the Customer Care Representative role at Transamerica?
- To qualify for this role, you typically need an Associate's degree in a business field or equivalent experience, along with three years of call center or customer service experience, or one year of financial services industry experience. Strong communication skills and proficiency in MS Office are also required.
- Is the Customer Care Representative position at Transamerica remote?
- Yes, the Customer Care Representative position at Transamerica is a remote role within a call center environment. You may be expected to work varied shifts between 7 am and 6 pm CST.
- What is the typical salary range for a Customer Care Representative at Transamerica?
- The estimated salary range for this position at Transamerica is between $37,000 and $43,000 annually. Please note that this is an estimate and may vary based on qualifications and other factors.
- Does Transamerica offer benefits for Customer Care Representatives?
- Yes, Transamerica offers a comprehensive benefits package for eligible employees, including competitive pay, bonus eligibility, a pension plan, 401k match, tuition reimbursement, various insurance coverages (medical, dental, vision), paid time off, and wellness programs.
- How can I improve my chances of getting hired as a Customer Care Representative at Transamerica?
- To enhance your application, tailor your resume to highlight relevant customer service and financial industry experience. Practice discussing your problem-solving skills and ability to work effectively in a team. Showing a genuine interest in Transamerica's mission and products will also be beneficial.
- What kind of training is provided for the Customer Care Representative role at Transamerica?
- Transamerica provides training to help you learn and maintain a proficient understanding of their products, procedures, and systems. This ensures you are well-equipped to handle customer inquiries effectively.
Similar roles
Open positions we recommend based on this role.