Job Description
Registered Call Center Rep (Annuities)
locations
Work From Home, USA
Plano, Texas
Saint Petersburg, Florida
Denver, Colorado
Cedar Rapids, Iowa
Baltimore, Maryland
time type Full time
job requisition idG00001065
Job Family
Customer Service
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
As the point of contact and “voice of the company” for Transamerica financial professionals, this role is responsible for providing accurate and complete information to financial professionals regarding variable annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.
Job Description
Responsibilities:
- Use exceptional customer service and interpersonal skills to answer inquiries regarding annuity investment products.
- Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; collaborate with more knowledgeable team members to resolve complex issues and situations.
- Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
- Locate/research information using multiple systems/technologies.
- Learn and maintain a proficient understanding of variable annuity products, processes, and systems.
- Achieve department metrics and expectations.
- Participate in a team-based environment to achieve department goals.
Qualifications:
- Associate degree in a business field or equivalent experience
- Experience in the financial services industry, or one year of call center or customer service experience
- FINRA Series 6 (or obtain within 120 days of hire)
- Ability to effectively communicate with financial professionals in a professional manner, orally and in writing
- Ability to work independently, and as part of a team
- Problem solving and analytical skills
- Proficiency using MS Office tools
Preferred Qualifications:
- Strong preference for prior Transamerica experience and/or knowledge of Transamerica Operations
- Knowledge of annuity investment products