Bilingual Rep Relations Specialist, French or Spanish

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $22 - $23 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💬 Bilingual

🦅 H1B Visa Sponsor

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Logo of Transamerica

Transamerica

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions • Obtain information from a variety of sources and systems and analyze account activity, products, and programs as needed • Monitor process queues to ensure service level agreements are met • Assist the field force with navigation of WFG website tools, WFG mail, CRM platforms, and other systems • Develop and maintain relationships with the field force • Help set expectations regarding processing times and peak periods • Participate in conference calls to stay up to date on available marketing programs • Serve as a main point of contact for information and guidance on licensing, appointments, commissions, coding, errors and omissions, mywfg.com, systems, and other operational functions related to WFG, WFGIA, and TFA

🎯 Requirements

• Bachelor’s degree in a business field or equivalent education/experience • Two years of call center, customer service, or related work experience • Excellent written and oral communication skills • Strong customer service skills • Strong problem-solving and decision-making skills • Ability to prioritize multiple responsibilities, including high-volume calls and processing • Attention to detail • Technical aptitude to assist field force with system navigation • Proficiency using MS Office • Bilingual in French/English or Spanish/English preferred • Experience in the financial services industry, including products, services, and general operational procedures preferred • Knowledge of WFG preferred • Ability to work 10:00 AM–7:00 PM EST

🏖️ Benefits

• Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and at the Company’s discretion • 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 • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • 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 • Work From Home

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