Customer Care Representative: Retirement

Transamerica Life Insurance Company

Cedar Rapids, IA Customer Service / Insurance

Job Reference #: R20017684

As a customer care professional, you receive inbound phone inquiries from our customers. Your goal each day is to ensure each interaction you have with our customers results in a great and positive experience, turning them into net promoters of Transamerica!

Here are the core responsibilities expected from our customer care professionals:
  • Provide solutions to customers! Our employees are empowered to make good business decisions based on the needs of our customers and our current business practices by providing complete and accurate information regarding life and health insurance, retirement and annuity investment products while focusing on customer satisfaction.
  • Look for and be proactive for ways to make it easy for our customers to do business with us!
  • Show the customer your care on each and every inquiry!  As the voice of our company and as a customer care professional, it’s important for you to personalize and express your care and concern for the customer using your skills to effectively resolve their service request or problem.
  • As a financial services company, we work hard to ensure we have our customers’ trust with their investments.  Within this role, we express confidence via our voice tone, along with our actions, to our customers to demonstrate they have our trust regarding their financial security.
  •  In a customer centric company, team work is very important!  We want to ensure our customers end each interaction with us knowing they have made the right decision investing their future with us by thinking we have good people!  
  • Working for Transamerica is rewarding; however, we do have daily, monthly and annual quality and productivity goals and metrics that need to be achieved. Your leadership team is dedicated to working with you to achieve our goals, ensuring you grow professionally as well.

Qualifications:
 In order to join the Transamerica family, we expect our customer care professionals to:
  • Have a high school diploma or equivalent
  • Up to one year experience of contact center and / or customer service experience
  • Fundamental computer knowledge and maneuverability with windows applications

Our preferred qualifications are:
  • Associates degree
  • General understanding of life and health insurance
  • Knowledge of retirement and annuity investment products

Behavioral qualifications:
  • Excellent verbal and written communication skills
  • Ability to work in a team environment to develop integrity, trust and respect of coworkers at all levels.
  • Ability to maintain confidentiality of customer and company information.

Benefits:
We have a long history of helping people pursue a lifetime of financial independence. But the way we see it, our responsibility goes beyond our clients’ retirement accounts. Through the products and services we create and sell, we are in the business of helping people live well.

And it’s really no different with our employees.
Through the benefits and programs we offer, we want to help you live better today and worry less about tomorrow. See complete package.

Job ID: 66082

Posted 28 days ago

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