Customer Service- Finra Series 6 License Job at unitedconsultingllc, Cedar Rapids, IA

ZWNzbXlJbkxPNWM2eHZjSWtwbHNIV05ONVE9PQ==
  • unitedconsultingllc
  • Cedar Rapids, IA

Job Description

Job Profile: Customer Care Representative

Responsibilities

· Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.

· Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.

· Thoroughly documents all contacts and conversations; follows up as required.

· Works with other departments to complete customer requests as needed, and minimize escalations.

· Gains proficiency in various administration and automated workflow systems.

· Processes complex and varied service requests.

· Represents our customer with professional pride to internal and external customers.

· Consistently meets/exceeds set quality and productivity metrics.

· Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department. 

Qualifications

· Current FINRA Series 6 license at time of application.

· High School diploma or equivalent.

· Up to 1 year experience with call center or customer service experience/training. 

· Fundamental computer knowledge and maneuverability within window applications. 

· Basic understanding of Microsoft office suite, specifically Word and Excel.

Job Tags

Work at office

Similar Jobs

Coffman Engineers, Inc.

Fire Protection Engineer (5-10 years) Job at Coffman Engineers, Inc.

 ...At Coffman Engineers, we serve as both prime consultant and sub consultant on projects large and small, including commercial, retail...  ...teams comprised of civil, structural, mechanical, electrical, fire protection, and corrosion control, as well as commissioning... 

The Gallery at Spokane

PRN Caregiver Job at The Gallery at Spokane

 ...approved COVID-19 vaccination, as well as any subsequent booster doses, as recommended by the Centers for Disease Control and Prevention (CDC). To facilitate and further encourage COVID-19 vaccinations, Stellar periodically organizes onsite vaccination clinics at its various... 

Lila Medlink LLC

Ultrasound Tech 2026-112946 Job at Lila Medlink LLC

 ...Travel Ultrasound Tech Needed- Atlanta Area Contract Opportunity 8-Hour Day Shift End of June Start Estimated Pay Package: $2,150/week Requirements: 2+ Years of Experience ARDMS Certification Required AHA BLS Required Travel Candidates Only Interested... 

Wellpath

Correctional Nursing Assistant Job at Wellpath

 ...have best in class clinical resources for training, education, and point of care support. How you make a difference The Correctional Nursing Assistant provides direct support under the supervision of licensed nurses, assisting with patient care and medication distribution... 

SGS Consulting

React Developer Job at SGS Consulting

 ...Job Responsibilities: Develop new user-facing features using React.js Build reusable components and front-end libraries for future use Translate designs and wireframes into high-quality code Optimize components for maximum performance across a vast array of...