Customer Care Representative - Retirement

Job Description

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
• Excellent verbal and written communication skills
• Fundamental computer knowledge and maneuverability with windows applications
• 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.

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.

Our Culture

At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?

• Acting as One fosters an environment of positive collaboration
• Accountability allows us to own the problem as well as the solution
• Agility inspires new ideas, innovation and challenges the status quo
• Customer Centricity encourages an above and beyond approach to our customer