[Remote] Customer Care Representative - Annuities
Note: The job is a remote job and is open to candidates in USA. Aegon is a company focused on providing financial services, and they are seeking a Customer Care Representative for their Transamerica division. This role serves as the primary contact for customers, delivering information about retirement, life, and annuity investment products while ensuring a positive customer experience. Responsibilities 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 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 Skills 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 Understanding of retirement, life, and annuity investment products Benefits Annual Bonus based on the Company Bonus Plan/Individual Performance Company Overview Aegon offers products and services in the life insurance, pension, retirement, and asset management fields. It was founded in 1983, and is headquartered in Den Haag, Zuid-Holland, NLD, with a workforce of 10001+ employees. Its website is