Customer Care Representative - Life Insurance
Transamerica · United States
- Hybrid
- Full-time
- $40,000 / year
- United States
Job highlights
- Provide customer support for financial products.
- Resolve customer inquiries efficiently and professionally.
- Utilize multiple systems for information retrieval.
- Collaborate with internal teams to solve issues.
- Meet department metrics and customer satisfaction goals.
About the role
Job Title
Customer Care Representative - Life InsuranceAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
Transamerica is organized into three distinct businesses: World Financial Group, 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, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs (covering Communications, Brand, and Government and Policy Affairs). 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. For more information, visit transamerica.com.
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. 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 for complex issues and situations.
- 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 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 7am - 6pm CST.
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
- Problem-Solving
- Call Center Operations
- Life Insurance Products
- Annuity Products
- Retirement Products
- Interpersonal Skills
- Time Management
- MS Office Proficiency
Skills & topics
- Customer Service
- Customer Support
- Call Center
- Life Insurance
- Annuities
- Retirement Products
- Financial Services
- Communication Skills
- Problem Solving
- Remote
How to get hired
- Tailor your resume: Highlight customer service and financial industry experience.
- Craft a strong cover letter: Emphasize communication and problem-solving skills.
- Prepare for interviews: Practice answering questions about customer interactions.
- Understand the role: Research Transamerica's products and company values.
- Showcase your skills: Demonstrate proficiency in MS Office and call center tools.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities of a Customer Care Representative at Transamerica?
- As a Customer Care Representative at Transamerica, you will be the primary point of contact for customers, handling inquiries about retirement, life, and annuity investment products. Your responsibilities include identifying customer needs, providing personalized service, researching information using multiple systems, coordinating with other departments, documenting interactions, and maintaining a strong understanding of company products and procedures.
- What qualifications are needed for the Customer Care Representative role at Transamerica?
- To be considered for the Customer Care Representative position, you should have an Associate's degree in a business field or equivalent experience. Additionally, three years of call center or customer service experience, or one year of financial services industry experience is required. Strong oral and written communication skills, the ability to work independently and as part of a team, and proficiency in MS Office tools are essential.
- Is this a remote position?
- Yes, this Customer Care Representative position operates in a remote call center environment. This allows for flexibility in your work location while still being a vital part of the Transamerica team.
- What is the typical salary range for a Customer Care Representative at Transamerica?
- The estimated salary range for this role at Transamerica is between $37,000 and $43,000 annually. This range may vary based on factors such as qualifications, operational needs, and location, in accordance with applicable pay transparency laws.
- Does Transamerica offer bonus eligibility for this role?
- Yes, this Customer Care Representative position is typically eligible for an annual bonus. The bonus is based on the Company Bonus Plan and individual performance, and it is awarded at the Company's discretion.
- What type of benefits does Transamerica offer to its employees?
- Transamerica offers a comprehensive benefits package designed to support employee well-being. This includes a pension plan, 401k match, employee stock purchase plan, tuition reimbursement, disability insurance, medical, dental, and vision insurance, paid time off, paid holidays, a wellness program, parental leave, adoption assistance, and more.
- How can I ensure my application stands out for the Customer Care Representative role?
- To make your application stand out for the Customer Care Representative role, ensure your resume clearly details your customer service experience, highlighting achievements in call centers or the financial services industry. Emphasize your communication, problem-solving, and multitasking abilities. Demonstrating a proactive approach to learning new products and systems will also be beneficial.
- What are the working hours for the Customer Care Representative position?
- The Customer Care Representative role may involve working varied shifts between 7 am and 6 pm CST. Flexibility in scheduling is often a requirement for call center positions to ensure continuous customer support.
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