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Customer Care Representative

Company: Transamerica
Location: Saint Petersburg
Posted on: September 13, 2019

Job Description:

Job Description Summary

The people of Transamerica bring expertise, creativity, and heart to everything that we do and to the communities where we live and work.

Our Customer Care Representatives utilize their skills in customer service, problem solving, teamwork, and being detail oriented to provide our participants and clients a high quality support experience through our call center, phone based communication support service.

This role is set to start on Monday, November 4th, 2019 at our St. Petersburg, FL Transamerica location.

We will be accepting applications through Wednesday, October 16th, 2019.

Job DescriptionResponsibilities

What You Will do: As the voice of the company, you will be the first point of care, service and support for Transamerica customers (participants in our retirement and life insurance plans). You will provide thoughtful solutions to a wide range of inquiries over the phone, from our call center setting. You will feel empowered to provide answers and make good decisions based on the needs of our customers. You will support our current business practices by providing complete and accurate information, regarding retirement and life insurance products, while focusing on customer satisfaction.

What You Will Learn: Through our in-depth and thorough training process, you will become a subject matter expert and feel confident stepping into your role as a representative of Transamerica. You will be working with a team of ambitious and engaged professionals, who bring fresh ideas and diverse perspectives, to help us continually shake up the status quo, and stay on the forefront of re-inventing how we meet our customers needs.

What Success Looks Like:

-Use exceptional customer service and interpersonal skills to answer inbound calls and find solutions to questions or concerns regarding retirement and financial services products.

-Learn and maintain a thorough understanding of products, procedures and systems.

-Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed and leave customers with a high quality experience.

-Locate/research information using multiple systems, applications and 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.

-Participate in a positive, team based environment and uphold a respectful, professional company culture to support achieving department goals.

-Achieve department metrics and expectations.

Qualifications


  • Associates 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

      Working Conditions

      • Office/call center 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.

Keywords: Transamerica, St. Petersburg , Customer Care Representative, Other , Saint Petersburg, Florida

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