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Registered Service Representative at Transamerica - ApplyBlast

Registered Service Representative

Transamerica

5 months ago

3.5 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

A Registered Service Representative provides outstanding service to clients of the Transamerica Advice Center's retirement advisory team, answering questions pertaining to retirement products and assisting clients with completing transactions.

Responsibilities

Responsible for inbound and outbound calls resulting in requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues
Provide excellent customer service to both internal and external clients
Monitor client accounts for actions required and handle each situation as needed
Research and resolve issues by utilizing all available resources
Clearly and thoroughly document all client interactions

Skills

Qualifications

Two years of customer service experienceExcellent customer service skillsExcellent verbal and written communication skillsStrong attention to detailExcellent time management skills

About Transamerica

transamerica.com

Headquarters

Baltimore, Maryland, United States

Company Size

5001-10000 employees

Founded

1904

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Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.