Int. Policyholder Service Delivery Rep

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Customer Service

Provide service and support to customers and agents regarding in‑force life insurance and annuity investment products. Process requests, perform research, and answer questions of various complexity using multiple systems and resources. Work with vendors and cross‑functional departments to gather and provide information, and assist with issue resolution.

• Use exceptional customer service and interpersonal skills to handle customer and agent inquiries. Provide information via email, letters, and phone calls as appropriate.
• Process requests accurately and timely following department procedures within service level standards.
• Handle financial and non‑financial transactions such as payments, outgoing funds, illustrations.
• Analyze, process, and update policies in applicable systems; make corrections as needed.
• Perform policy and system research to identify and resolve issues.
• Mentor and coach vendor partners and provide guidance on service delivery processes.
• Work with cross functional departments to obtain information needed to fulfill customer and agent requests.
• Participate in a team‑based environment to achieve department goals; help identify procedural gaps and other opportunities for improvement.
• Use critical thinking skills to handle escalated situations and refer to higher level staff as appropriate.
• Maintain a proficient understanding of products, procedures, and systems.

• Associate degree in a business field or equivalent experience.
• Three years of financial services experience.
• General knowledge of life insurance and/or annuity investment products.
• Ability to effectively communicate with customers in a professional manner, orally and in writing.
• Excellent organizational skills and ability to work independently, and as part of a team.
• Problem solving and decision‑making skills to identify and resolve issues.
• Proficiency using MS Office tools and the ability to quickly learn software applications.

• Knowledge of Transamerica life and/or annuity investment products.

• Hybrid.
• May be required to work extended hours based on work volumes.

• Competitive Pay.
• Bonus for Eligible Employees.

• Pension Plan.
• 401k Match.
• Employee Stock Purchase Plan.
• Tuition Reimbursement.
• Disability Insurance.
• Medical Insurance.
• Dental Insurance.
• Vision Insurance.
• Employee Discounts.
• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten paid holidays per year (typically mirroring the New York Stock Exchange holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen 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.
• 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.

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and…