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

UzhKTWlZVEt2c1hoNGVLUzZVb2NvMnRXZHc9PQ==
  • 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

Similar Jobs

AA Asphalting, LLC

Class A Dump Truck Driver Job Job at AA Asphalting, LLC

Class A Dump Truck Driver JobWith over 35 years of experience, AA Asphalting has become the largest Asphalt and Concrete Restoration Company in the Pacific Northwest. Our customers include Public Utilities, General Contractors, Government Agencies, Private Businesses... 

Star Pro Security

Unarmed Security Guard Job at Star Pro Security

 ...Job Title: Unarmed Security Officer Location: Homeless Shelter, National City Job Type: Full-Time Pay:$17-19/hr Schedule: Saturday - Wednesday, 11:00pm - 7:00am Job Summary: Star Pro Security Patrol, Inc. is seeking a dedicated and compassionate Unarmed... 

St. Mary's General Hospital

New Grad Registered Nurse - Explorer Cohort Job at St. Mary's General Hospital

 ...Hospital Explorer program, new graduate RNs with no previous RN work experience, will be exposed to a variety of units by working on each with...  ...weeks on each unit, working as though they are a new graduate nurse on orientation. They will be expected to perform patient... 

Care Options for Kids

Pediatric Licensed Practical Nurse Needed For School Bus Run Job at Care Options for Kids

About the Role At Preferred Home Health Care & Nursing Services, a Care Options for Kids company, we provide 1:1 care in the home, and we do things a little differently. There's no revolving door of patients or hospital setting chaos blinking call lights, scurrying ...

Get It - Executive

Virtual Assistant - Remote Job at Get It - Executive

We're seeking a talented and dedicated Virtual Assistant to join our team. As a Virtual Assistant, you'll work with a diverse range of clients, providing top-notch administrative, marketing, and technical support. What You'll Do: Client Management: Juggle multiple...