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Sr Client Support Specialist (Hybrid in Cedar Rapids or Denver)

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Transamerica
πŸ“ Cedar Rapids, United States
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Location Cedar Rapids
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Posted May 31, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Job Description

Responsibilities

  • Follow-up with clients on outstanding new account paperwork within set timeframe.
  • Assist clients with paperwork completion.
  • Answer incoming client calls and respond to request for forms, general inquiries, and status requests.
  • Make outgoing calls following up on outstanding paperwork and requirements
  • Monitor client accounts for actions required and handle each situation as needed
  • Research and resolve issues by utilizing all available resources
  • Clearly and thoroughly document all client interactions
  • Identify and assess customers’ needs to achieve satisfaction
  • Provide accurate, valid and complete information by using the right methods/tools
  • Follow communication and processing procedures, guidelines and policies
  • Assist an assigned group of advisors or agents with onboarding clients
  • Learn annuity new business including products, pape...
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    πŸ“ Location Details

    πŸŒ†
    City
    Cedar Rapids
    πŸ—ΊοΈ
    Country
    United States
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    Commute
    Local Area

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