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

bkZrTzY1RzVOZVIxOElBWGVka0taa3dXOWc9PQ==
  • 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

The Florida Council on Economic Education

Administrative Assistant Job at The Florida Council on Economic Education

 ...hard-working professional who is able to undertake a variety of office support tasks while staying organized. This individual will demonstrate...  ...(Word, Excel, PowerPoint, Outlook) Proven experience as a back-office assistant, office assistant, or in another relevant... 

Top Prospect Group

General Liability Paralegal Job at Top Prospect Group

 ...Casualty a plus. Key Responsibilities: Conduct legal research and retrieve case information from court-related databases and online sources. Organize and analyze case materials for expert witness review. Review, categorize, and manage document productions... 

Cypress HCM

Sr. Software Engineer Job at Cypress HCM

 ...We believe amazing things happen when we work together in an environment where everyone...  ...work options. This means you can work from home and commute to a company office, depending...  ...Collaboration Compensation: ~$77.74 - $91.49 Hourly (W2/Non-Exempt)~ Rate dependent on... 

EVERSANA INTOUCH

VP, Group Creative Director, Copy Job at EVERSANA INTOUCH

EVERSANA INTOUCHis a leading full-service, global healthcare agency serving the life sciences and pharmaceutical industries. We provide next-generation creative and media services, enterprise solutions and data analytics services for clients. We combine the power... 

Kaiser Permanente

Manager, Health Education - Wellness Coaching Center Job at Kaiser Permanente

 ...closely with employees to set goals and provide open feedback and coaching to drive performance improvement. Pursues professional growth;...  ...DevelopmentCOMPANY: KAISERTITLE: Manager, Health Education - Wellness Coaching CenterLOCATION: Vallejo, CaliforniaREQNUMBER: 134808...