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

Noor Staffing Group

Property Manager Job at Noor Staffing Group

 ...Our client is seeking an experienced Property Manager to oversee a 100-unit apartment complex in S. Glens Falls . The ideal candidate must have prior experience managing Section 8 housing and a strong background in property operations, compliance, and tenant relations... 

Clayful

Chat-Based Youth Mental Health Coach Job at Clayful

 ...Thank you for your interest in becoming a Clayful Coach! While we are not actively hiring for the Coach role, will review applicants on a rolling basis. Join Us in Transforming Youth Mental Health! Are you passionate about youth mental health and seeking purposeful... 

Levels Trucking

Owner Operators - Make 82%!! Job at Levels Trucking

 ...looking for a hard-working and experienced owner operator to perform deliveries in a timely manner...  ...hours, and carrying records of the cargo being transported. You should also be able...  ...Maintaining Elogs OPTIONS: Rental of Dry Van Trailers Power Only Company Owner... 

NuWest Travel Nursing

Travel Sterile Processing Technician - $1,500 per week Job at NuWest Travel Nursing

 ...NuWest Travel Nursing is seeking a travel Sterile Processing Technician for a travel job in Spokane, Washington. Job Description & Requirements ~ Specialty: Sterile Processing Technician ~ Discipline: Allied Health Professional ~ Start Date: 05/19/2025~ Duration... 

Intermountain Health

Registered Nurse Community Crisis Center Job at Intermountain Health

 ...Registered Nurse Community Crisis Center at Intermountain Health summary: The Registered Nurse at the Community Crisis Center is responsible for providing high-quality nursing care in an outpatient setting, focusing on patients' physical and mental health needs. This...