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Job Description
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Job Description Summary Under direct supervision, responsible for conserving, maintaining, developing and increasing business volume through existing customers by phone. Develop internal and externa
Job Description Summary
Under direct supervision, responsible for conserving, maintaining, developing and increasing business volume through existing customers by phone. Develop internal and external customer relationships by providing understandable, concise, and accurate information through written and oral communication. A reply to customers using multiple systems, technologies, and the coordination of other functions is required.
Job Description

Responsibilities

  • Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, retirement, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.
  • Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.
  • Thoroughly documents all contacts and conversations; follows up as required.
  • Works with other departments to complete customer requests as needed, and minimize escalations.
  • Gains proficiency in various administration and automated workflow systems.
  • Processes complex and varied service requests.
  • Represents Transamerica with professional pride to internal and external customers.
  • Consistently meets/exceeds set quality and productivity metrics.
  • Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department. 

Qualifications

High School diploma or equivalent. Up to 1 year experience with call center or customer service experience/training.  Fundamental computer knowledge and maneuverability within window applications.  Basic understanding of Microsoft office suite, specifically Word and Excel. Good verbal and written communication skills.

Preferred Qualifications

Associates degree preferred. General understanding of life and health insurance, retirement, annuity and investment products a plus. Experience working within a computer mainframe a plus. Ability to maintain confidentiality of customer and company information. Ability to work independently and seek additional opportunities when able.  Ability to work in a team environment to develop integrity, trust and respect of coworkers at all levels.

Working Conditions

Normal office environment. May work varied shifts.

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.

TARSR


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