Customer Care Rep (Work From Home)

Website TransAmerica

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Job Description Summary

As the point of contact and “voice of the company” for Transamerica financial professionals, this role is responsible for providing accurate and complete information to financial professionals regarding variable annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Job Description
Responsibilities

  • Use exceptional customer service and interpersonal skills to answer inquiries regarding annuity investment products.
  • Identify producer needs and provide personalized service to ensure positive and meaningful outcomes; collaborate with more knowledgeable team members to resolve complex issues and situations.
  • Document producer inquiries and associated actions; follow-up on outstanding items in a timely manner.
  • Locate/research information using multiple systems/technologies.
  • Learn and maintain a proficient understanding of variable annuity products, processes, and systems.
  • Achieve department metrics and expectations.
  • Participate in a team-based environment to achieve department goals.

Qualifications

  • Associate degree in a business field or equivalent experience
  • Experience in the financial services industry, or one year of call center or customer service experience
  • FINRA Series 6
  • Ability to effectively communicate with financial professionals in a professional manner, orally and in writing
  • Ability to work independently, and as part of a team
  • Problem solving and analytical skills
  • Proficiency using MS Office tools

Preferred Qualifications

  • Knowledge of annuity investment products
  • Strong communication skills
  • Ability to adapt to each financial professional's needs

Working Conditions

  • Remote call center environment.
  • Hybrid for Cedar Rapids, IA or St. Petersburg, FL locations
  • May work varied shifts between 7AM- 6PM CST

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

 The salary for this position generally ranges between $40,000 – $60,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
What We Offer 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

  • Competitive Pay
  • Bonus for Eligible Employees

Benefits Package

  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • 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)

URL:  https://transamerica.wd5.myworkdayjobs.com/en-US/US/job/Registered-Customer-Care-Representative–Work-From-Home—FINRA-Series-6_R20054352

To apply for this job please visit transamerica.wd5.myworkdayjobs.com.