Bilingual Customer Care Rep - Life Insurance

Transamerica

1d•Remote

About The Position

At Transamerica, hard work, innovative thinking, and personal accountability are qualities honored and rewarded. The company leverages the talents of a diverse workforce and embraces an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Transamerica is focused on helping people look forward and plan for the best life possible, providing tools and solutions to achieve financial freedom. More than a century ago, Transamerica was among the first financial services companies in America to serve everyday people. Today, it is part of an international holding company, serving millions of customers with insurance, retirement, and investment solutions. Transamerica is organized into three distinct businesses: World Financial Group (including Transamerica Financial Advisors), Protection Solutions and Savings & Investments (comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions), and Financial Assets (which includes legacy blocks of long term care, universal life, and variable and fixed annuities). These are supported by Transamerica Corporate. Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. As the primary 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. The position involves working as part of a team empowered to deliver an outstanding customer experience.

Requirements

Associate’s degree in a business field or equivalent experience
Three years of call center or customer service experience, or one year of 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

Nice To Haves

Understanding of retirement, life, and annuity investment products
Bilingual Spanish

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 for complex issues and situations.
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 proficient understanding of products, procedures, and systems.
Achieve department metrics and expectations.
Participate in a team based environment to achieve department goals.

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
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
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