Bilingual Customer Care Representative - Spanish

September 15

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Responsible for providing accurate and complete information to callers regarding retirement products. • Use exceptional customer service and interpersonal skills to answer calls regarding retirement products. • Identify customer needs and provide personalized service to ensure positive outcomes. • Locate/research information using multiple systems/technologies. • Coordinate with cross-functional departments to resolve issues. • Document customer inquiries and associated actions; follow-up promptly. • 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 products such as 401k, IRA, and 403(b) (preferred) • Ability to navigate multiple screens and systems at one time (preferred) • Previous work from home experience (preferred) • Previous financial industry experience (preferred) • Salesforce experience (preferred) • Product promotion experience (preferred)

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 • 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 • Be Well Company holistic wellness program • Parental Leave – fifteen (15) days of paid parental leave per calendar year • Adoption Assistance • Employee Assistance Program • College Coach 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 • Peer Recognition Program (BRAVO)