Join Transamerica's Team as a Customer Care Representative: Retirement Services
Transamerica, a leading provider of investment, retirement, and life insurance solutions, is seeking an experienced Customer Care Representative to join their team on a work-from-home basis. With a rich history spanning over 100 years, Transamerica is dedicated to helping people live well and create a better tomorrow. As a Customer Care Representative, you will be the point of contact for Transamerica's customers, providing accurate and complete information regarding retirement products such as 401k, IRA, and 403(b) investments.
About Transamerica
Transamerica has been a trusted name in the financial services industry for over a century, serving more than 11 million customers across the United States. The company's commitment goes beyond its clients' accounts, focusing on empowering individuals to form healthy financial and health-related habits. With a diverse range of products and services, including Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets, Transamerica is organized into various lines of business supported by Transamerica Corporate.
Job Summary
As a Customer Care Representative for Retirement Services, you will be responsible for delivering exceptional customer service, providing personalized support to customers, and resolving their inquiries in a timely and professional manner. You will work as part of a team that is empowered to go above and beyond to ensure a positive customer experience.
Key Responsibilities
- Utilize exceptional customer service and interpersonal skills to respond to customer inquiries regarding retirement products, such as 401k, IRA, and 403(b) investments.
- Identify customer needs and provide personalized service to ensure positive and meaningful outcomes, engaging more knowledgeable team members as necessary.
- Research and locate information using multiple systems and technologies to resolve customer inquiries.
- Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
- Document customer inquiries and associated actions, following up on outstanding items in a timely manner.
- Maintain a basic understanding of products, procedures, and systems, staying up-to-date on industry developments and company offerings.
- Achieve department metrics and expectations, contributing to the team's overall performance.
- Participate in a team-based environment, collaborating with colleagues to achieve department goals.
Essential 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, both orally and in writing.
- Ability to work independently and as part of a team.
- Proficiency using MS Office tools.
Preferred Qualifications
- Understanding of retirement products, such as 401k, IRA, and 403(b).
- Ability to navigate multiple screens and systems simultaneously.
- Previous work-from-home experience.
- Previous financial industry experience.
- Salesforce experience.
- Product promotion experience.
Working Conditions
- Work-from-home/call center environment - must have a dedicated workspace with minimal distractions.
- Hours of operation are 8am to 7pm CT, with open availability Monday-Friday.
Compensation and Benefits
Transamerica offers a comprehensive benefits package designed to support the personal and financial well-being of its employees. The salary for this position generally ranges between $33,280 - $41,600 annually, with eligibility for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance.
Some of the benefits included in the package are:
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical, Dental, and Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- Adoption Assistance
- Employee Assistance Program
- College Coach 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
- Peer Recognition Program (BRAVO)
Career Growth and Development
Transamerica is committed to the growth and development of its employees, offering various training and development opportunities to support career advancement. As a Customer Care Representative, you will have the opportunity to develop your skills in customer service, communication, and problem-solving, while also gaining a deeper understanding of the financial services industry.
Inclusion and Diversity
Transamerica has made a strong commitment to inclusion and diversity, recognizing the value of a diverse workforce in driving business success. The company sponsors employee-driven Employee Resource Groups (ERGs), which provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes that its responsibilities extend beyond its corporate walls, and is committed to giving back to the communities it serves. The Aegon Transamerica Foundation supports nonprofit organizations focused on education, health, and well-being, while also encouraging employee volunteerism.
Why Join Transamerica?
If you are a motivated and customer-focused individual with a passion for delivering exceptional service, Transamerica may be the ideal place for you to build a rewarding career. With a comprehensive benefits package, opportunities for career growth and development, and a commitment to inclusion and diversity, Transamerica offers a supportive and inclusive work environment that values its employees.
Don't miss this opportunity to join Transamerica's team as a Customer Care Representative for Retirement Services. Apply today!
Apply Now