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Customer Care Representative at Transamerica - REMOTE JOB, $16.00–$20.00 /hr, Benefits



Full Job Description

Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

As the point of contact and voice of the company for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement (401K, IRA, 403(b)) products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Job Description


  • Use exceptional customer service and interpersonal skills to answer calls regarding retirement products such as 401k, IRA’s and 403(b) investments.

  • 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


  • 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

Preferred Qualifications

  • Understanding of retirement products such as 401k, IRA, and 403(b)

  • Ability to navigate multiple screens and systems at one time

  • Previous work from home experience

  • Previous financial industry experience

  • Salesforce experience

  • Product promotion experience

Working Conditions

  • Work From home/call center environment – must have work environment with minimal distractions

  • Hours of operation are 7am to 8pm CT, must be able to work any of those hours. Open availability Monday-Friday.

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**


The hourly for this position generally ranges between $16.00 – $20.00 an hour. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at Company Discretion.



This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Employees

Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Stock Purchase Plan

  • Employee Discounts

  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • College Coach Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

  • Peer Recognition Program (BRAVO)


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