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

K20vZHhKVS9uemgyb3NYcFpqcmd3K2RHUWc9PQ==
  • 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

International Paper (Biglerville, PA)

General Helper Job at International Paper (Biglerville, PA)

**Position Title: ** General Helper - Probationary Training Pay Rate : $22.41/hr. up to $29.98/hr. Category/Shift : Hourly Full-Time (6pm-6am 4 days on, 4 days off) No Mandatory Overtime Physical Location : Biglerville Container Facility... 

University of Alaska Fairbanks

Term Research Assistant Professor of Agriculture and Horticulture Job at University of Alaska Fairbanks

 ...well as the Georgeson Botanical Garden in Fairbanks. Programs in the institute have a long history of working on agricultural and horticultural production projects including peony and rhodiola production, use of hoop houses and controlled environments, and production of... 

Element Care

Outreach Specialist - Chinese Community Job at Element Care

GENERAL SUMMARY: Develops relationships with and implements strategies for a group of assigned accounts in a specified geographic area with a primary goal to maximize number of account referrals of older adults eligible to join Element Care PACE. Well versed in complete...

Carter Myers Automotive

Automotive Service Technician - Toyota of Lexington Park Job at Carter Myers Automotive

 ...Technician . This is a rare opportunity to join a winning team with a strong reputation and solid processes in place. About Carter Myers Automotive (CMA) CMA is a family and employee-owned company that believes in growth, opportunity, and community. At CMA, our... 

Whittlesea Checker Taxi

Independent Contract Taxi Driver - Reno, NV Job at Whittlesea Checker Taxi

Looking for a career change? Need to make more money? Need a flexible schedule? Become a Professional Driver. Whittlesea Taxi is a local company providing professional transportation to area residents and businesses. There are many driving options out there, but only...