Intermediate Customer Care Representative - Claims

Job Summary

The point of contact and "voice of the company" for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement, life, and annuity investment products.

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
• Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members for complex issues and situations.
• Locate/research information using multiple systems/technologies.
• Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
• Document customer inquiries and associated actions; follow up on outstanding items in a timely manner.
• Learn and maintain a proficient understanding of products, procedures, and systems.
• Achieve department metrics and expectations.
• Participate in a team based environment to achieve department goals.

• Associate's degree in a business field or equivalent experience.
• Three years of call center or customer service experience, or one year of financial services industry experience.
• Ability to communicate with customers in a professional manner, orally and in writing.
• Ability to work independently, and as part of a team.
• Proficiency using MS Office tools.

• Understanding of retirement, life, and annuity investment products.

Remote (Call Center) Environment. May work varied shifts.

The salary for this position generally ranges between $39,000.00 - $44,000.00 annually. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan / 401(k) 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.
• 10 paid holidays per year
• 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.
• Employee Assistance Program, Back-Up Care Program
• Volunteer PTO, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program, Referral Bonus Programs.