Customer Care Representative – Annuities

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to inquiries about retirement, life, and annuity investment products.

• Offer precise and comprehensive information to Transamerica clients.

• Determine customer requirements and deliver tailored service.

• Collaborate with more experienced team members when necessary.

• Find and investigate information utilizing various systems and technologies.

• Work together with cross-functional teams to address issues.

• Record customer questions and the actions taken in response.

• Follow up on pending matters promptly.

• Acquire and retain a fundamental understanding of products, procedures, and systems.

• Meet departmental metrics and performance expectations.

• Engage in a collaborative team environment to achieve departmental objectives.

⛳️ Requirements

• Associate's degree in a business-related field or equivalent experience.

• At least one year of experience in a call center, customer service, or the financial services sector.

• Strong communication skills with customers, both verbally and in writing, in a professional manner.

• Ability to work autonomously as well as cooperatively in a team setting.

• Proficient in using MS Office applications.

• Familiarity with retirement, life, and annuity investment products is preferred.

• Must be eligible to work for any employer in the U.S.; visa sponsorship is not available.

• Availability to work varied shifts.

🏝️ Benefits

• Bonus opportunities for eligible employees.

• Pension Plan.

• 401k Matching program.

• 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 for employees in their first year of service.

• Ten (10) paid holidays each year.

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.

• Paid parental leave: fifteen (15) days per calendar year for eligible employees with at least one year of service.

• 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.