Customer care rep

Job Description

Hiring Requirements

Responsibilities

Use exceptional customer service and interpersonal skills to answer calls regarding retirement products such as 401k, IRA's and 403(b) investments.

Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.

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 basic understanding of products, procedures, and systemsAchieve department metrics and expectationsParticipate in a team based environment to achieve department goals

Qualifications

Associate’s degree in a business field or equivalent experienceOne year of call center or customer service experience, or financial services industry experienceAbility to communicate with customers in a professional manner, orally and in writingAbility to work independently and as part of a teamProficiency using MS Office tools

Preferred Qualifications

Understanding of retirement products such as 401k, IRA, and 403(b)Ability to navigate multiple screens and systems at one timePrevious work from home experiencePrevious financial industry experienceSalesforce experienceProduct promotion experience

Working Conditions

Work From home / call center environment - must have work environment with minimal distractionsHours of operation are 7am to 8pm CT, must be able to work any of those hours.

Open availability Monday-Friday.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws.

It is estimated based on what a successful candidate might be paid in certain Company locations.

Compensation :

The hourly for this position generally ranges between $16.00 - $20.00 an hour. This range is an estimate, based on potential qualifications and operational needs.

The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.

Bonus Eligibility :

This position is also typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan / Individual Performance and is at Company Discretion.

LI-REMOTE

IND123

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 & Development Opportunities

Health and Work / Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Parental Leave fifteen (15) 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

College Coach 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

Peer Recognition Program (BRAVO)

As of December 31, 2022

Inclusion & Diversity

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 throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion 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 inclusion programs.

This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity.

ERGs are open to all employees.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

Webelieve our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.

Through a mixof financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.

5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives.

As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Last updated : 2024-08-20

Salary : $16 - $20