Client Engagement Specialist I

Transamerica Life Insurance Company Saint Paul , MN 55102

Posted 3 months ago

Job Family

Client Services - Cnt Ctr

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.

Great opportunity to get licensed and work towards an Advisor career!

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 needs are addressed in a timely manner.

  • Keep abreast of product offerings to better identify the value proposition to customers.

Qualifications

  • Bachelor's degree in a business related field or equivalent experience.

  • Ability to communicate in a friendly and persuasive manner.

  • Listening skills to identify and assess customer needs.

  • Professional demeanor to represent the company through a virtual environment.

  • Critical thinking and problem-solving skills.

  • Ability to multi-task and work in a team environment.

  • Proficiency using MS Office products.

Preferred Qualifications

  • Experience in the financial services industry.

  • Customer service experience.

Working Conditions

  • Office/call center environment.

  • Schedule may vary to fulfill service levels during hours of operations.

Why Work for Us

Total Rewards at Transamerica: It's more than a paycheck.

Our comprehensive Total Rewards package is designed to help support you in many ways throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Ontario Applicants:

Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.


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Client Engagement Specialist I

Transamerica Life Insurance Company