Immediately Require Customer Care Rep: Retirement (Work From Home) in USA
Job title: Customer Care Rep: Retirement (Work From Home)
Company: Transamerica
Job description: Job Family Customer Service
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients accounts. Were in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary Job Description Summary
Job Description Summary
As the 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 (401K, IRA, 403(b)) products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.
Job Description
Job Description
Job Description
Responsibilities
- Use exceptional customer service and interpersonal skills to answer calls regarding retirement products such as 401k, IRA's and 403(b) investments.
- 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
- Associates 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 products such as 401k, IRA, and 403(b)
- Ability to navigate multiple screens and systems at one time
- Previous work from home experience
- Previous financial industry experience
- Salesforce experience
- Product promotion experience
- Work From home/call center environment - must have work environment with minimal distractions
- Hours of operation are 8am to 7pm CT, must be able to work any of those hours. Open availability Monday-Friday.