Provide service and support to customers and agents regarding in-force life insurance and annuity investment products. Process requests, perform research, and answer questions of various complexity using multiple systems and resources. Work with vendors and cross-functional departments to gather and provide information, and assist with issue resolution.

Responsibilities

  • Use exceptional customer service and interpersonal skills to handle customer and agent inquiries. Provide information via email, letters, and phone calls as appropriate.
  • Process requests accurately and timely following department procedures within service level standards.
  • Handle financial and non-financial transactions such as payments, outgoing funds, illustrations.
  • Analyze, process, and update policies in applicable systems; make corrections as needed.
  • Perform policy and system research to identify and resolve issues.
  • Mentor and coach vendor partners and provide guidance on service delivery processes.
  • Work with cross functional departments to obtain information needed to fulfill customer and agent requests.
  • Participate in a team-based environment to achieve department goals; help identify procedural gaps and other opportunities for improvement.
  • Use critical thinking skills to handle escalated situations and refer to higher level staff as appropriate.
  • Maintain a proficient understanding of products, procedures, and systems.


Qualifications

  • Associate degree in a business field or equivalent experience
  • Three years of financial services experience
  • General knowledge of life insurance and/or annuity investment products
  • Ability to effectively communicate with customers in a professional manner, orally and in writing.
  • Excellent organizational skills and ability to work independently, and as part of a team.
  • Problem solving and decision-making skills to identify and resolve issues.
  • Proficiency using MS Office tools and the ability to quickly learn software applications.


Preferred Qualifications

  • Knowledge of Transamerica life and/or annuity investment products


Working Conditions:

  • Hybrid

*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.** 

Compensation:

The salary for this position generally ranges between $43,000-$48,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.