Call Center Representative

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

Serve as a main point of contact for the field force to provide information and guidance on licensing and appointments, commissions, coding, errors and omissions, mywfg.com website, systems, and other operational functions related World Financial Group (WFG), World Financial Group Independent Agents (WFGIA), and Transamerica Financial Advisors (TFA).

Job Description

Responsibilities

• Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions.  Obtain information from a variety of sources/systems and analyze account activity, products, and programs as needed. 
• Monitor process queues to ensure service level agreements are met.
• Assist field force with navigation of various tools offered on the WFG website, WFG mail, Salesforce, etc.
• Develop and maintain relationships with the field force; help set expectations on processing times, peak times, etc.
• Participate in conference calls to stay up-to-date on available marketing programs.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience
• Two years of call center, customer service, or related work experience
• Excellent written and oral communication skills
• Strong customer service skills
• Strong problem-solving and decision-making skills
• Ability to prioritize multiple responsibilities, including high-volumes calls and processing
• Attention to detail
• Technical aptitude to assist field force with system navigation
• Proficiency using MS Office

Preferred Qualifications

• Experience in the financial services industry, including products, services, and general operational procedures
• Knowledge of WFG

Working Conditions

• Office environment

**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 hourly rate for this position generally ranges between $17.00 - $19.00 hourly. 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.

Additionally, this position is typically eligible for an Annual Bonus of 6% based on the