Customer Care Representative – Annuities

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $37k - $43k / year

⏰ Full Time

🟢 Junior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Transamerica

WebsiteLinkedInAll Job Openings

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 calls regarding retirement, life, and annuity investment products • Provide accurate and complete information to Transamerica customers • Identify customer needs and provide personalized service • Engage more knowledgeable team members as needed • Locate and research information using multiple systems and technologies • Coordinate with cross-functional departments 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

🎯 Requirements

• Associate’s 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, life, and annuity investment products (preferred) • Must be authorized to work for any employer in the U.S.; visa sponsorship unavailable • May work varied shifts

🏖️ Benefits

• Bonus for eligible employees • 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 • Paid parental leave: fifteen (15) days 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