Client Engagement Specialist I (Work from Home)
Work From Home, USA
Job Family
Customer ServiceAbout 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
Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound calls and place prospects with financial planning and retirement planning advisors.Job Description
Responsibilities
- Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.
- Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.
- Schedule appointments with advisors for simple/routine customer requests.
- Facilitate two-way communication with the advisor team to ensure customer …
This job isn't fresh anymore!
Search Fresh JobsJob Profile
Work from Home Work From Home, USA
Benefits/PerksCollaborative environment Comprehensive benefits package Diverse workforce Flexible schedule Work From Home
Tasks- Schedule appointments
Annuities Communication Critical thinking Customer Experience Customer service Finance Financial Guidance Financial Planning Financial Services Insurance Insurance policies Life Insurance Listening MS Office Multi-tasking Mutual funds Problem-solving Retirement plans Retirement Solutions Technology Training
Experience0 years
EducationBachelor's degree Business Business-related field Equivalent experience Related Field
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9