Customer Care Rep – Aegon – Cedar Rapids, IA

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Aegon

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 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

Qualifications

  • 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, life, and annuity investment products

Working Conditions

  • Office/call center environment
  • May work varied shifts

Source:

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