Int Policyholder Service Delivery Rep

Transamerica Corporation

Base: $43,000-$48,000; bonus: eligible for annual ...
Hybrid
Three years of financial services experience
Associate degree in business field or equivalent
Proficiency using ms office tools
The role involves providing exceptional customer service and support to customers and agents regarding in-force life insurance and annuity investment products

Job Summary

  • The role involves providing exceptional customer service and support to customers and agents regarding in-force life insurance and annuity investment products.
  • Employees will process requests, analyze policies, and handle financial transactions while working collaboratively in a team-based environment.
  • The company offers a comprehensive benefits package including competitive pay, a pension plan, 401k match, and 160 hours of paid time off annually.

Matching Summary

The role involves providing exceptional customer service and support to customers and agents regarding in-force life insurance and annuity investment products.

Salary

Base: $43,000-$48,000; Bonus: Eligible for Annual Bonus based on Company Plan; Benefits: Pension Plan, 401k Match, Medical/Dental/Vision Insurance

Skills & Requirements

Must-have

  • Three years of financial services experience
  • Associate degree in business field or equivalent
  • Proficiency using MS Office tools

Nice-to-have

  • Knowledge of Transamerica life and annuity products
  • Mentor vendor partners on service delivery
  • Critical thinking for escalated situations

Key Requirements

  • Three years of financial services experience
  • Associate degree in business field or equivalent
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work in the U.S.

Tailored Resume

Cover Letter