As 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. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Responsibilities

  • 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.


Qualifications

  • 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


Preferred Qualifications

  • Understanding of retirement, life, and annuity investment products
  • Bilingual Spanish


Working Conditions

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

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $40,500-$46,000. 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 ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.