Bilingual Rep Relations Specialist (Call Center: French or Spanish)
Transamerica
29d ago
0$22 - $23OtherUnited Stateshimalayas
Call-Center-OperationsCustomer-ServiceSales-SupportBilingual-Customer-SupportFinancial-ServicesBilingual-Contact-Center-RepresentativeBilingual-Call-Center-RepresentativeBilingual-Customer-Support-RepresentativeBilingual-Customer-Service-RepresentativeBilingual-Spanish-Customer-Service-RepresentativeBilingual-Customer-Support-SpecialistRemote-Bilingual-Customer-Service-RepresentativeFrench-Speaking-Customer-Support-RepresentativeEntry-levelMid-level
Chill analysis
0/10How async / no-phone this role is, scored from the listing text:
- ✗ inbound calls (-3)
- ✗ call center (-3)
Job Description
Job FamilySales Support / OperationsAbout UsAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com.
Job Description SummaryServe as a main point of contact for the field force to provide information and guidance on licensing and appointments, commissions, coding, errors and omissions, mywfg.com website, systems, and other operational functions related World Financial Group (WFG), World Financial Group Insurance Agency (WFGIA), and Transamerica Financial Advisors (TFA).Job Description Responsibilities
Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions. Obtain information from a variety of sources/systems and analyze account activity, products, and programs as needed.
Monitor process queues to ensure service level agreements are met.
Assist field force with navigation of various tools offered on the WFG website, WFG mail, CRM platforms, etc.
Develop and maintain relationships with the field force; help set expectations on processing times, peak times, etc.
Participate in conference calls to stay up-to-date on available marketing programs.
Qualifications
Bachelor’s degree in a business field or equivalent education/experience
Two years of call center, customer service, or related work experience
Excellent written and oral communication skills
Strong customer service skills
Strong problem-solving and decision-making skills
Ability to prioritize multiple responsibilities, including high-volumes calls and processing
Attention to detail
Technical aptitude to assist field force with system navigation
Proficiency using MS Office
Preferred Qualifications
Bilingual in French/English or Spanish/English
Experience in the financial services industry, including products, services, and general operational procedures
Knowledge of WFG
Working Conditions
Work From Home- Call Center
Schedule 10:00AM-7:00PM EST
CompensationThe hourly rate for this position generally ranges between $22.00 - $23.00 an hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. Disclaimer:Beware of fake job offers!We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request
