Customer Care Representative – Life Insurance

🕒 il y a 8 jours

🌾 Iowa – Distant

🌾 Iowa – Remote

💵 $37 000 - $43 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💝 Support Client

🦅 Parrain de Visa H1B

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Transamerica

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica est une entreprise de services financiers qui offre une gamme diversifiée de produits et services, y compris l'assurance vie, la planification de la retraite, les fonds communs de placement, les rentes et les avantages sociaux des employés. Elle vise à aider les individus à planifier leur avenir financier et à vivre leur meilleure vie en proposant des outils, des formations et des conseils basés sur la recherche. Transamerica collabore avec des institutions et des conseillers pour fournir des solutions et des services conçus pour répondre aux besoins évolutifs des individus et des employeurs. Elle se concentre également sur la sécurité de la retraite et la gestion des investissements, en mettant l'accent sur l'innovation et le leadership dans l'industrie financière.

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

• 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 • 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