Int. Policyholder Service Delivery Rep

Customer Service Representative

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.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

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.

Responsibilities

• 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.

Qualifications

• 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.

Preferred Qualifications

• Knowledge of Transamerica life and/or annuity investment products

Working Conditions

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

Compensation:

The salary for this position generally ranges between $43,000-$48,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

• We will never request personal information such as  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

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