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Customer Care Rep

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • United States
    Remote
  • Quick Apply

AI generated summary

  • You need an associate's degree or equivalent experience, 1 year in customer service or finance, strong communication skills, teamwork ability, MS Office proficiency, and knowledge of retirement products.
  • You will handle customer inquiries about retirement, life, and annuity products, provide personalized service, research information, coordinate with departments, document interactions, and achieve metrics.

Requirements

  • 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
  • Understanding of retirement, life, and annuity investment products

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.

FAQs

What is the primary responsibility of a Customer Care Rep at Transamerica?

The primary responsibility is to serve as the point of contact for customers, providing accurate and complete information regarding retirement, life, and annuity investment products while delivering outstanding customer service.

What qualifications are required for this position?

An Associate’s degree in a business field or equivalent experience, along with one year of call center or customer service experience or financial services industry experience, is required.

Is prior knowledge of financial products necessary for the role?

While not required, an understanding of retirement, life, and annuity investment products is preferred.

What type of environment does the Customer Care Rep work in?

The work environment is primarily remote or in a call center.

Are there opportunities for professional development?

Yes, Transamerica offers career training and development opportunities as part of its comprehensive benefits package.

What kind of benefits does Transamerica offer to employees?

Benefits include a pension plan, 401k match, medical, dental, and vision insurance, paid time off, paid holidays, adoption assistance, and various wellness programs.

What is the salary range for the Customer Care Rep position?

The salary for this position generally ranges between $36,000 and $40,000 annually.

Is there a bonus structure associated with this role?

Yes, this position is typically eligible for an annual bonus of 6% based on the Company Bonus Plan and individual performance, at the company's discretion.

How does Transamerica support work-life balance?

Transamerica supports work-life balance by offering paid time off, paid holidays, wellness programs, and various employee assistance initiatives.

What programs does Transamerica have in place for diversity and inclusion?

Transamerica has a range of diversity and inclusion programs, including employee-driven Employee Resource Groups (ERGs) and initiatives that foster a culture of inclusivity.

Finance
Industry
5001-10,000
Employees
1904
Founded Year

Mission & Purpose

Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them have the freedom to live the life they want. Transamerica. Live your best life.