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

WllxQk1hbThENFNhcDJiZ24vekpuUGdOaVE9PQ==
  • 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

Foundever

Customer Service Associate - Healthcare (Orem, Utah, US) Job at Foundever

 ...Customer Service Associate - Healthcare (Orem, Utah, US) A fantastic opportunity Join our dynamic team at Foundever, where every interaction is an opportunity to make a difference. Job Overview As a Customer Service Representative, you'll support a well-known... 

Sherman Associates

Security Guard - Riverside Plaza Job at Sherman Associates

 ...Security Guard - Resident Services Officer (RSO Staff I) Twins Cities Metro Area - Riverside Plaza Starting Pay: $20/hr + full time benefits Schedule Availability: Full time - (40 hours a week) Shifts Available ~ Wednesday - Sunday, 4 pm - 12 am (midnight... 

Lensa

Home Office Rotational Development Program Job at Lensa

 ...the firm is committed to helping more people achieve financially what is most important to them. Team Overview The Rotational Development Program (RDP) provides a combination of rotational assignments, mentoring, and coaching to build a broad range of experience... 

Sanford Health

LPN - PRN - LTC Job at Sanford Health

 ...Department Details Join our team as a PRN LPN! - $28+ per hour, depending on...  ...in establishing and maintaining effective working relationships with resident, health care...  ...time off package to maintain a healthy home-work balance. For more information about Total... 

Schowalter Villa

Grounds Maintenance Team Leader Job at Schowalter Villa

 ...Schowalter Villa is looking for a full-time Grounds Maintenance Team Leader to join our team! The typical hours for this position are Monday through Friday, 7:30am - 4:00pm. Position Overview: The Grounds Maintenance Team Leader will be responsible for coordinating...