✦ Luna Orbit — Customer Success & Support

Customer Care Representative - Annuities

at Transamerica

📍 Remote, US Remote 💰 $37K – $43K USD / year Posted April 02, 2026
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Position Details

Salary $37K – $43K USD / year
Type Full-Time
Experience entry
Exp. Years 1 year
Education Associate’s degree in a business field or equivalent experience
Category Customer Success & Support

About this role

Customer Care Representative – Annuities provides information and assistance to customers regarding retirement, life, and annuity products from a remote call center.

Key Responsibilities

  • Use exceptional customer service to answer calls regarding retirement, life, and annuity products
  • Identify customer needs and provide personalized service
  • Locate/research information using multiple systems
  • Coordinate with cross-functional departments to resolve issues
  • Document customer inquiries and follow-up on outstanding items

Technical Overview

Role relies on MS Office and multiple systems to locate information, document inquiries, and resolve issues; strong written and verbal communication is essential.

Ideal Candidate

The ideal candidate is an entry-level customer service professional with 1 year of call center or financial services experience, strong communication, and proficiency with MS Office in a remote call center setting.

Must-Have Skills

Associate’s degree in a business field or equivalent experienceOne year of call center or customer service experienceAbility to communicate with customers in a professional mannerAbility to work independently and as part of a teamProficiency using MS Office tools

Nice-to-Have Skills

Understanding of retirementlifeand annuity investment products

Tools & Platforms

Microsoft Office

Required Skills

Associate’s degreecall centercustomer serviceMS Officedata entryresearch informationdocumentationcommunicationremote workretirement products

Hard Skills

MS Officemultisystem researchdata entry

Soft Skills

excellent communicationprofessional demeanorteamworkability to work independentlyproblem-solving

Industry & Role

Industry Insurance
Job Function Serve as the voice of the company for customers seeking retirement, life, and annuity information and provide accurate, timely service
Role Subtype Customer Support Specialist
Tech Domains Microsoft Office

Keywords for Your Resume

customer care representativeannuityremotecall centerassociate’s degreecustomer servicems officedocument customer inquiriesprofessional communicationteamworkindependent workretirement productsfinancial servicesresearch informationdata entryremote work

Deal Breakers

Lack of associate’s degree or equivalent experience, No call center or customer service experience, Inability to work remotely

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