[Remote] Customer Care Representative - Annuities

Note: The job is a remote job and is open to candidates in USA. Aegon is a company focused on providing financial services, and they are seeking a Customer Care Representative for their Transamerica division. This role serves as the primary contact for customers, delivering information about retirement, life, and annuity investment products while ensuring a positive 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 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

Skills

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

Benefits

• Annual Bonus based on the Company Bonus Plan/Individual Performance

Company Overview