Customer Care Representative – Life Insurance

Transamerica

Customer Care Representative at Transamerica provides assistance regarding retirement, life, and annuity products. Engaging customers with exceptional service and resolving inquiries effectively.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $46,000 per yearWebsite

About the role

Key responsibilities & impact

Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members for complex issues and situations.
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 proficient understanding of products, procedures, and systems.
Achieve department metrics and expectations.
Participate in a team based environment to achieve department goals.

Requirements

What you’ll need

Associate’s degree in a business field or equivalent experience
Three years of call center or customer service experience, or one year of 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

Benefits

Comp & perks

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
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicecall center experiencefinancial services experiencedocumentationproblem resolutioninformation researchmetrics achievementproduct knowledgeprocedures understandingteam collaboration

Soft Skills

interpersonal skillscommunication skillsindependenceteamworkpersonalized serviceengagementtimelinessprofessionalismcustomer needs identificationpositive outcomes

Certifications

Associate’s degree