Financial Customer Care Representative - Retirement

5 days ago

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• 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 on outstanding items • 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 (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 • 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