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Customer Care Representative
Transamerica Plano, TX
$45k-58k (estimate)
Full Time | Insurance 1 Month Ago
Save

Transamerica is Hiring a Customer Care Representative Near Plano, TX

Job Family
Customer Service
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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 a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit
www.transamerica.com
.
Who We Are
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
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. Multiple roles available with preference for bilingual candidates (English/Spanish).
Job Description
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 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 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
  • One year of call center or customer service experience, or 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 (English/Spanish) preferred
Working Conditions
  • Work From home/call center environment - must have work environment with minimal distractions. Open to candidates in FL/IA/TX.
  • Hours of operation are 8am-7pm CT, must be able to work any of those hours. Open availability Monday-Friday.
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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • 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 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 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of 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.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon
acquired 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$45k-58k (estimate)

POST DATE

03/24/2024

EXPIRATION DATE

07/19/2024

WEBSITE

transamerica.com

HEADQUARTERS

CEDAR RAPIDS, IA

SIZE

3,000 - 7,500

FOUNDED

1906

TYPE

Private

CEO

WILL FULLER

REVENUE

$1B - $3B

INDUSTRY

Insurance

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Transamerica provides insurance, investments and retirement products and services.

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The following is the career advancement route for Customer Care Representative positions, which can be used as a reference in future career path planning. As a Customer Care Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Care Representative. You can explore the career advancement for a Customer Care Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Care Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Care Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Care Representative job description and responsibilities

They help customers with their queries and complaints.

01/08/2022: Anchorage, AK

Customer care representatives are the front-line of support for clients and customers and they help to ascertain that customers are satisfied with services, products, and features.

02/16/2022: Ventura, CA

That means that many traditional tasks handled by customer care representatives, such as submitting forms and changing appointments are being automated and controlled by cloud-based patient portals to add convenience to the patient experience.

01/03/2022: Cleveland, OH

Resolves customer questions and problems regarding accounts, payments, products, and services.

03/11/2022: San Antonio, TX

A customer care representative has the primary role of providing exemplary customer service to the clients of the organization.

01/21/2022: Ann Arbor, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Care Representative jobs

Some employers/recruiters usually require candidates for the customer care representative job to have acquired several years of professional and/or proven work experience as a customer care representative or support before they are hired.

02/01/2022: Pittsburgh, PA

Workers must be patient and polite, especially when dealing with difficult or angry customers.

02/04/2022: Binghamton, NY

Learn the basics, then move on to bigger things.

01/01/2022: Lubbock, TX

Customer care representatives need education, on-the-job training, and several soft skills and experience to succeed.

03/13/2022: Modesto, CA

Step 3: View the best colleges and universities for Customer Care Representative.

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