Financial Service Representative (Denver, St Pete, Cedar Rapids, St Paul)

Job Family

Sales Support / Operations

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

In a professional phone-based environment, the Financial Service Representative provides outstanding service to clients of the Transamerica Advice Center's retirement advisory team, including answering questions pertaining to retirement products and assisting clients with completing transactions as needed. Participates in the company’s customer satisfaction program, built upon strong cultural values and ethics that encourage a service environment for integrity and organizational promotion.

Job Description

Responsibilities

• Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues.
• Provide excellent customer service to both internal and external clients.
• Provide accurate, valid, and complete information by using the right methods/tools.
• Monitor client accounts for actions required and handle each situation as needed
• Research and resolve issues by utilizing all available resources
• Clearly and thoroughly document all client interactions
• Identify and assess customers’ needs to achieve satisfaction
• Provide accurate, valid and complete information by using the right methods/tools
• Follow communication and processing procedures, guidelines and policies
• Provide solutions to our clients in a timely, professional, and compliant manner
• Take responsibility for delivering value to our customers
• Promote a positive work environment to promote positive customer interactions
• Work with others to achieve both individual and team goals.
• Utilize multiple systems to service client requests and quickly identify which system is needed.
• Meet individual and team service level expectations.
• Escalate more complex issues to higher level staff.

Qualifications

• Two years of customer service experience
• Excellent customer service skills for extensive contact with clients
• Excellent verbal and written communication skills
• Strong attention to detail
• Excellent time management skills to prioritize multiple responsibilities
• Ability to adapt quickly to change
• Broad knowledge of brokerage accounts and investments
• Team oriented
• Proactive and customer focused
• Problem solving skills to resolve routine questions and issues
• Ability to follow standard pro