Full Job Description
Job Description Summary
Do you want to work for a company that cares about their associates, their clients, and the community? Are you great at delivering best in class customer service? Do you have fast and accurate data entry skills and strong attention to detail? Would you love to be a part of a collaborative, supportive team that likes to achieve their goals, learn, grow, and have fun? If your answer is yes, we are looking for you!
What You Will Do: As a Financial Processor for life and annuity contracts, you will work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience. Responsibilities will include the accurate and timely processing of customer requests such as applying payments, processing withdrawals, updating banking information, and more.
What You Will Learn: In this role, you will gain exposure to Transamerica’s rich history and culture. 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 reinventing how we meet our client’s needs.
What Success Looks Like:
Use exceptional customer service and interpersonal skills to process customer requests relating to 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
Prepare updates to management, to include management control remediation plans
What You Need:
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 is preferred
What You Receive:
A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program