Register
Recruit Create CV
Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Online Rater For Ai Models | Zulu And English | Remote, Part Time, Work From Home
Recruited by RWS 8 months ago Address , Remote
Customer Service Consultant - Work From Home - Bilingual
Recruited by CarMax 8 months ago Address , Madison, 53719 $18.00 - $26.70 an hour
Rn-Nurse Auditor With Coding Credentials – Work From Home
Recruited by UASI - United Audit Systems, Inc. 8 months ago Address , Remote
Manager Business Intelligence - Work From Home
Recruited by Lumen 8 months ago Address , Remote $85,230 - $189,360 a year
Sr Customer Communications Testing Engineer - Work From Home
Recruited by Lumen 8 months ago Address , Remote $72,540 - $161,520 a year
Manager Customer Design & Implementation I - Work From Home (Us)
Recruited by Lumen 9 months ago Address , Remote $72,540 - $161,520 a year
Work From Home Non-Credentialed Veterinary Technicians
Recruited by SafetyCall International, PLLC/Pet Poison Helpline 9 months ago Address , Remote $18 - $23 an hour
Customer Care Representative - Work From Home
Recruited by Transamerica 9 months ago Address , Remote $33,280 - $41,600 a year
Online Rater For Ai Models | Chinese (Us) And English | Remote, Part Time, Work From Home
Recruited by RWS 9 months ago Address , Remote
Bilingual (Spanish) Contact Center Representative - Banking Support - Work From Home United States
Recruited by Flagstar Bank 9 months ago Address , Remote $18.62 - $24.00 an hour
Work From Home Fin-Tech- Customer Service Roles
Recruited by Foundever 9 months ago Address , Remote
Work From Home Customer Service Coordinator - Card Account Servicing
Recruited by Capital One 9 months ago Address , Remote

Case Manager (Work From Home- Usa)

Company

Transamerica
Address , Remote
Employment type FULL_TIME
Salary $41,000 - $61,000 a year
Expires 2023-07-19
Posted at 11 months ago
Job Description
Job Family
Customer Service
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).
Summary
Provide the highest level of personalized service to financial advisors by maintaining consistent and satisfactory relationships that help increase sales, retention, and market share.
We are hiring for multiple levels, including: Case Manager, Intermediate Case Manager and Senior Case Manager. Levels will be based on job relevant background and experience.
Responsibilities
  • Complete suitability review for annuity applications using system tool and set criteria for making decisions. (For roles supporting annuity products)
  • Process transactions; meet speed of service and quality goals for each task function.
  • Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while managing agent expectations.
  • Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution.
  • Communicate and correspond via phone and email with agents to obtain supplemental information, to explain requirements and to keep updated on pending business.
  • Follow up with agents on policy delivery requirements to ensure policy is placed within specified timeframes.
  • Answer inbound calls and emails from advisors and field offices; provide superior service that demonstrate ownership, follow-through, and a positive tone.
  • Interact with teams across functional areas to facilitate timely responses to actions pending.
  • Provide information on a variety of complex agent service issues requiring knowledge of insurance products and transactions with a focus on agent satisfaction, quality, and efficiency. Consult with other departments as necessary.
  • Proactively provide updated information regarding status of contract, outstanding requirements, and transaction explanations. Use critical thinking skills to address unusual situations; escalate concerns and/or complex cases as necessary.
Qualifications
  • Proficiency using MS Office
  • PC skills for data entry, documentation, and navigation within multiple systems
  • Excellent communication skills that are clear and professional – both written and verbal
  • Associate’s degree in a business field or equivalent education/experience
  • Strong problem solving and decision making skills
  • Attention to detail and the ability to multi-task
  • Strong customer service orientation with the ability to think as the customer and respond to advisors with a sense of urgency and professionalism
  • One year of financial services operations or related industry experience
Preferred Qualifications
  • Service delivery knowledge of pre and post issue workflows/timelines
  • Knowledge of life and/or annuity products/operations
Working Conditions
  • Office or hybrid office/remote environment
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

Compensation:
The salary for this position generally ranges between $41,000 - $61,000 annually. 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 based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
#LI-Remote
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 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
  • Dental Insurance
  • Pension Plan
  • 401k Match
  • Career Training & Development Opportunities
  • Tuition Reimbursement
  • Medical Insurance
  • Employee Stock Purchase Plan
  • Disability Insurance
  • Vision Insurance
  • Employee Discounts

Health and Work/Life Balance Benefits
  • Referral Bonus Programs
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Adoption Assistance
  • Employee Resource Groups
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Peer Recognition Program (BRAVO)
  • Employee Assistance Program
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Employee Recognition Program
  • PTO for Volunteer Hours
  • Back-Up Care Program
  • Inclusion and Diversity Programs
  • Employee Matching Gifts Program
  • College Coach Program
  • 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.

Inclusion & Diversity

Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Giving Back

Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

Transamerica’s Parent Company
Aegon
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.