[Remote] Bilingual Customer Care Rep - Life Insurance
Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Bilingual Customer Care Representative to serve as the point of contact for Transamerica customers. This role involves providing accurate information regarding retirement, life, and annuity investment products while ensuring an outstanding 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 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
Skills
- 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
- Understanding of retirement, life, and annuity investment products
- Bilingual Spanish
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 https://www.aegon.com/.
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