Client Engagement Specialist I (Work from Home)

Job Family

Customer Service

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound calls and place prospects with financial planning and retirement planning advisors.

Job Description

Responsibilities

• Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.
• Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.
• Schedule appointments with advisors for simple/routine customer requests.
• Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner.
• Keep abreast of product offerings to better identify the value proposition to customers.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience.
• Ability to communicate in a friendly and persuasive manner.
• Listening skills to identify and assess customer needs.
• Professional demeanor to represent the company through a virtual environment.
• Critical thinking and problem-solving skills.
• Ability to multi-task and work in a team environment.
• Proficiency using MS Office products.

Preferred Qualifications

• Experience in the financial services industry.
• Customer service experience.

Working Conditions

• Remote environment.
• Schedule may vary to fulfill service levels during hours of operations.

Compensation 

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Salary for this position generally ranges between $44,000 - $46,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.  

 

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