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Customer Care Representative - Employee Benefits
Customer Care Representative - Employee BenefitsTransamerica • Baltimore, Maryland
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Customer Care Representative - Employee Benefits

Customer Care Representative - Employee Benefits

Transamerica • Baltimore, Maryland
30+ days ago
Job type
  • Full-time
  • Remote
Job description

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 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
  • Working Conditions

  • Remote / call center
  • May work varied shifts
  • The Salary for this position generally ranges between $37,000-45,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including  qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

    Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company’s 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

    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

    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

    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.

    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 23.9 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.
  • As of December 31, 2023
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    Customer Care Representative • Baltimore, Maryland

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