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

YjJkaytFRVdRd3RiSzN4aWFET1RuT0RKbUE9PQ==
  • 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

Cushman & Wakefield

Mobile operating engineer Job at Cushman & Wakefield

 ...like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at (***) ***-**** or email ****@*****.*** . Please refer to the job title and job location when you contact us. INCO: Cushman & Wakefield

Portrait Holdings

Real Bearded Santa Claus (Northgate Mall) Job at Portrait Holdings

We are hiring Santas for over 100+ photo sets across the country! Are you a real bearded Santa, have that unmistakable twinkle in your eye, have a jolly attitude and a heart full of warmth? If the answer is yes, then you are perfect and we would love to talk to you!...

InSync Healthcare Recruiters

Hospitalist or Nocturnist Job at InSync Healthcare Recruiters

 ...Wonderful Hospitalist or Nocturnist Opportunity in Killeen, TX. Position Highlights: Our hospital is organized into five units: two medical-surgical units, one progressive care unit, one cardiac/step-down care unit, and one intensive care unit (ICU). The ICU is staffed... 

Kelly Services

Registered Behavior Technician (RBT) Job at Kelly Services

 ...Pediatric Therapeutic Services (PTS) is currently seeking a passionate Registered Behavior Technician (RBT) to join our team, providing full-time school-based services for a local school district. Join us as we contribute to one of the most esteemed school districts... 

Future Publishing

Associate Photo Editor/Retoucher Job at Future Publishing

We are currently looking for an Associate Photo Editor/Retoucher to work across flagship titles Marie Claire, Who What Wear and other brands in the Future portfolio. What you'll be doing... The ideal candidate is collaborative and has an elevated eye for photography...