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

Z0hCQWJYVytOZXpFZnRwV1Y0U1FadG4wSFE9PQ==
  • 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

Metromont

Sales and Business Development Manager Job at Metromont

 ...currently accepting resumes for Sales and Business Development Manager to be part of our dynamic team! This position opening is to be...  ...accounts, increase the number of jobs bid; specifically, from General Contracting firms For assigned accounts, increase the number... 

Contract Lumber

Class A CDL Driver Needed in the Great State of Texas Job at Contract Lumber

 ...a fun, unique opportunity to provide creative solutions to practical challenges within the Lumber/Building industry Need a CDL-A Truck Driver Now, Recent Grads Welcome! Local Runs Only! Drivers are Home Every Night!! Day to Day Load, secure, and deliver material... 

Veronica Beard

Stock Manager, Miami Job at Veronica Beard

 ...The Stock Manager is responsible for supporting the daily operations of the store contributing to the customers exceptional shopping experience through greeting, maintaining salesfloor replenishment and visual standards, fitting room control, processing basic transactions... 

Lonestar Careers

Remote Customer Service Sales Representative Job at Lonestar Careers

 ...time position offers flexible work hours and ample opportunities...  ...Offer: Remote, work from home career. Average first-year...  ...: provide valuable advice and services. Effective Communication Skills...  ...is crucial. Sales or customer service experience is advantageous... 

ExecuSource

Call Center Supervisor Job at ExecuSource

 ...ExecuSource is seeking a motivated Call Center Supervisor to work with a prestigious home and light commercial servicing company in Richardson, Texas. Contract-to-hire: This role will convert after 3-5 months Location: FULLY ONSITE in Richardson, TX Pay: $...