Bilingual Customer Care Representative - Life Insurance jobs in United States
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Aegon · 15 hours ago

Bilingual Customer Care Representative - Life Insurance

Aegon is a company that provides retirement, life, and annuity investment products. The Bilingual Customer Care Representative will serve as the primary contact for customers, delivering exceptional service and support while addressing inquiries and resolving issues related to financial products.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
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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

Qualification

Customer service experienceBilingual SpanishMS Office proficiencyInvestment productsProfessional communicationTeam collaborationIndependent work

Required

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

Preferred

Understanding of retirement, life, and annuity investment products
Bilingual Spanish

Benefits

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.

Company

Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.

Funding

Current Stage
Public Company
Total Funding
$760M
2024-04-10Post Ipo Debt· $760M
1999-04-01IPO

Leadership Team

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Lard Friese
Chief Executive Officer
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Duncan Russell
Chief Financial Officer
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Company data provided by crunchbase