Eric is a Client Executive with Transamerica’s Financial Solutions Group (FSG) with 24 years of experience working in the financial services industry. As a Client Executive, he specializes in servicing credit union clients, acting as a liaison when questions arise, providing guidance on existing products and services, and identifying when adding additional financial service, technology, or marketing options would benefit their clients. He is eager to work with each account as a partner, guiding them to make sure they receive the best possible products and services for their organization and its customers. FSG has catered to credit unions for over 40 years offering comprehensive programs that integrate their financial products with technology software solutions. Their portfolio includes Credit Insurance, Debt Protection, GAP, Vehicle Service Contracts (VSC), and AD&D insurance, in addition to user-friendly technology systems - InterLend®, InterLend® Mobile, and InterAcct - to help members easily open accounts and apply for loans online and in the branch while offering protection products. Other FSG offerings include the SMARTSource Membership Growth Program, Insuranc-e-Advisor - an interactive insurance buying guide for consumers. All focused on strengthening your organization and protecting consumers. Transamerica’s dedicated and experienced team of professionals delivers optimal solutions to businesses by valuing the organization’s vision as well as their customers’ needs, preferences and buying behavior.
Listed skills include Employee Benefits, Insurance, Credit, Customer Service, and 18 others.