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

NoGigiddy

(Remote) - Virtual Assistant - 18.00 - 21.00/hour Job at NoGigiddy

 ...Job Description: Enjoy the flexibility of working part-time from home with a leading virtual assistant provider. You can have a meaningful career working from home part-time while being present and available for loved ones, too. We are looking for highly motivated... 

Gpac

Oral Surgeon Job at Gpac

This is an amazing opportunity for an Oral Surgeon who is looking to join a reputable and successful practice that values professionalism, innovation and high-quality dental care. As an Oral Surgeon , you will play a crucial role in diagnosing and treating various dental... 

Southern Industrial Constructors, Inc.

Fire Watch (AUS ROH MM) Job at Southern Industrial Constructors, Inc.

 ...and maintenance for manufacturing and industrial markets across the Southeast. Job Summary: Southern Industrial is looking for Fire Watch for a project in Stillwater, OK. Hired candidates will be considered for Benefits/Paid Time Off after 3-months.#SIC #LI... 

NoGigiddy

Chat Support Agent (Remote) - Entry Level, No Degree Required - 15 - 18 per Hour Job at NoGigiddy

 ...experience? Look no further! NoGigiddy is seeking enthusiastic and dedicated individuals to join our team as Chat Support Agents. In this entry-level role, you will be the first point of contact for our users, providing top-notch support and ensuring a seamless experience for... 

Confidential

Respiratory Therapist Job at Confidential

 ...Type: Acute Redding , CA SkyBridge Healthcare is seeking a Traveler for a 13 week contract in CA. SkyBridge Healthcare is a premier staffing firm dedicated to matching outstanding talent with exceptional opportunities. Our commitment to excellence and our...