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

dFFiNjZRRk5PbWNhYk1vcHZ1VTI2ZWFKNEE9PQ==
  • 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

Gpac

Remote Recruiter Job at Gpac

Position: Remote Recruiter Gpac has grown from a small, family-owned company into a top recruiting firm in the nation over our 30+ years in business. With a reputation for excellence, we are dedicated to providing the best service to our candidates and clients alike.... 

Terumo Neuro

Associate Specialist, Field Clinical (Jersey/Manhattan Metro Area) Job at Terumo Neuro

**12800BR****Title:**Associate Specialist, Field Clinical (Jersey/Manhattan Metro Area)**Job Description:**Deliver technical, clinical, and educational support for all MicroVention (MV) products. Conduct training sessions and provide case support to physicians and... 

K.A. Recruiting, Inc.

Mammography Technologist with ARRT Job at K.A. Recruiting, Inc.

MAMMOGRAPHY TECHNOLOGIST NEEDED IN WASHINGTON DC SUBURB full time, permanent position extremely competitive pay excellent benefits great location in suburb of nation"s capital ARRT (M) certification & Maryland state license required Lead/Supervisory experience required... 

Williamson, Inc.

Barista - PT/FT Job at Williamson, Inc.

At ONYX + ALABASTER we believe that your purpose is where your skills, passions, and talents collide. We believe that creating design, coffee, and events can change lives through everyday experiences. Working on our team is not for the faint, fearful, or selfish. It is ...

Private Listing

Private Chef Job at Private Listing

 ...Paerls.com connects discerning individuals and households with exceptional culinary talent. Our private chefs are more than just cooks; they are experienced professionals dedicated to providing personalized, high-quality dining experiences tailored to the unique needs...