Lead Case Manager ( Work From Home)
73% Flex
Offer summary
Qualifications: Associate’s degree or equivalent education/experience, 8 years financial services or related industry experience, Expert understanding of annuity suitability review, Strong communication, problem-solving, critical thinking skills, Attention to detail, ability to multitask.
Key responsabilities:
- Process and monitor new business submissions
- Provide post-sale support and handle escalated cases
- Answer inbound calls/emails from advisors with superior service
- Proactively provide updated information and address unusual situations
- Develop department training procedures and assist with quality assurance
Transamerica
Financial ServicesXLarge5001 - 10000 Employees
aboutTransamerica
Job description
Required profile
Experience
Industry :
Spoken language(s)
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Hard Skills
Soft Skills
- Excellent communication skills
- Customer service orientation
- Proactive problem-solving mindset
- Ability to multitask and prioritize
- Strong team player
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