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
Office/call center environment/work from home
May work varied shifts
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **
Compensation:
The hourly rate for this position generally ranges between $14.42- 23.80. 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, Quarterly Bonus, Spot Bonus] based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 6%.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
LI-REMOTE
Company information
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.