Experienced Customer Care Representative for Retirement Services - Work from Home Opportunity with Transamerica

Join Transamerica, a Leader in Financial Services, as a Customer Care Representative

Transamerica, a renowned financial services company with over 100 years of experience, is seeking a highly skilled and customer-focused Customer Care Representative to join its team on a remote basis. As a key member of our customer service team, you will be the primary point of contact for our retirement services customers, providing them with exceptional service and support.

About Transamerica and Our Commitment to Customers

At Transamerica, we are dedicated to helping people feel better about their future by providing innovative investment, retirement, and life insurance solutions. With a rich history spanning over a century, we have established ourselves as a trusted partner for over 11 million customers across the United States. Our mission goes beyond just providing financial products; we aim to empower our customers to create a better tomorrow through the financial and health-related habits they form today.

Key Responsibilities

• Provide exceptional customer service and support to retirement services customers via phone, ensuring timely and effective resolution of their inquiries and concerns.
• Utilize excellent interpersonal skills to identify customer needs and deliver personalized service, engaging more knowledgeable team members as necessary to ensure positive outcomes.
• Leverage multiple systems and technologies to research and locate information, ensuring accurate and complete responses to customer inquiries.
• Collaborate with cross-functional departments to obtain and provide necessary information, resolving customer issues efficiently and effectively.
• Document customer interactions and associated actions, following up on outstanding items in a timely manner to ensure seamless service.
• Develop and maintain a basic understanding of retirement products, procedures, and systems, staying up-to-date on industry developments and company offerings.
• Achieve departmental metrics and expectations, contributing to the team's overall performance and success.
• Participate in a team-based environment, working collaboratively to achieve departmental goals and objectives.

Essential Qualifications

• Associate's degree in a business field or equivalent experience, demonstrating a solid foundation in business principles and practices.
• One year of call center or customer service experience, or financial services industry experience, showcasing a proven track record of delivering exceptional customer service.
• Excellent communication skills, both written and verbal, with the ability to interact with customers in a professional and courteous manner.
• Ability to work independently and as part of a team, demonstrating flexibility and a collaborative mindset.
• Proficiency in MS Office tools, with the ability to quickly adapt to new systems and technologies.

Preferred Qualifications

• Understanding of retirement products, such as 401(k), IRA, and 403(b), demonstrating a familiarity with industry-specific products and services.
• Ability to navigate multiple screens and systems simultaneously, showcasing technical skills and adaptability.
• Previous work-from-home experience, highlighting your ability to work effectively in a remote environment.
• Financial industry experience, providing a deeper understanding of the industry and its complexities.
• Salesforce experience, demonstrating your familiarity with customer relationship management (CRM) systems.
• Product promotion experience, showcasing your ability to effectively promote products and services.

What We Offer

At Transamerica, we are committed to supporting the personal and financial well-being of our employees. Our comprehensive benefits package includes:

• Competitive pay and bonus eligibility
• Pension plan and 401(k) match
• Employee stock purchase plan
• Tuition reimbursement
• Disability insurance
• Medical, dental, and vision insurance
• Employee discounts
• Career training and development opportunities
• Health and work/life balance benefits, including paid time off and parental leave
• Employee recognition programs and referral bonus programs

Work Environment and Company Culture

As a remote Customer Care Representative, you will work from home, enjoying a flexible and autonomous work environment. Our company culture values inclusion and diversity, and we are proud to be an organization where all perspectives are valued. We sponsor employee-driven Employee Resource Groups (ERGs), which provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Career Growth Opportunities and Learning Benefits

At Transamerica, we are committed to supporting the career growth and development of our employees. Our comprehensive training programs and career development opportunities will help you build a successful and fulfilling career. You will have access to ongoing training and development resources, enabling you to stay up-to-date on industry developments and company offerings.

Compensation and Benefits

The salary for this position generally ranges between $33,280 and $41,600 annually, depending on your qualifications and experience. You will also be eligible for an annual bonus of up to 6% based on company performance and individual achievements.

Take the Next Step

Are you ready to join a dynamic and customer-focused team at Transamerica? If you are passionate about delivering exceptional customer service and have a strong background in the financial services industry, we encourage you to apply for this exciting opportunity. Please submit your application, and let's discuss how you can become a vital part of our success story.