About:

As the point of contact and “voice of the company” for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement (401K, IRA, 403(b)) products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Job Description

Responsibilities

Use exceptional customer service and interpersonal skills to answer calls regarding retirement products such as 401k, IRA’s and 403(b) investments.
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

Experience:

Qualifications

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

Preferred Qualifications

Understanding of retirement products such as 401k, IRA, and 403(b)
Ability to navigate multiple screens and systems at one time
Previous work from home experience
Previous financial industry experience
Salesforce experience
Product promotion experience

Working Conditions

Work From home/call center environment – must have work environment with minimal distractions
Hours of operation are 7am to 8pm CT, must be able to work any of those hours. Open availability Monday-Friday.

Salary and Perks:

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

Compensation:

The hourly for this position generally ranges between $16.00 – $20.00 an hour. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

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

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay
Bonus for Eligible Employees

Benefits Package

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Peer Recognition Program (BRAVO)
As of December 31, 2022

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

About Aegon:

As an international financial services group, we unite a diverse range of businesses that, together, help millions of people around the world live their best lives by offering a broad mix of investment, protection, and retirement solutions.

Aegon

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