Customer Care Representative - Life Insurance
T
TransamericaFinancial Services
United StatesFull-TimeEntry
Salary$35,000-$40,000 / year
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Job Details
- Experience
- One year of call center or customer service experience, or financial services industry experience
- Required Skills
- MS OfficeCustomer serviceData entry
Requirements
- 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 preferred.
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.
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