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

M0J5aVVNZ2E4VzVPUXl6UDBzZGdQTlprWUE9PQ==
  • 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

KB Consulting Group

Google Cloud Engineer Job at KB Consulting Group

KB Consulting Group's Client is seeking 2 Google Cloud Engineers. The candidate must possess the following skills: - Good English - Ability to multi task and communicate well Must Know: AWS Engineering Forseti AWS Config and Rules. DevOps

Cheer Home Care

Caregiver 12 Hour AM Shifts in Point Loma Job at Cheer Home Care

 ...Actively Hiring Caregivers Hourly Pay Rate: $20 - $23 per hour (Additional overtime pay for 12 hour shifts) Shifts Available: AM 12 Hours, Mon-Fri and Weekends Location(s): San Diego, CA- Point Loma Are you ready to make a difference in someone's life? Cheer... 

University of Vermont Health - Champlain Valley Physicians H...

Licensed Practical Nurse (LPN) - Skilled Nursing | CVPH Job at University of Vermont Health - Champlain Valley Physicians H...

2:45 PM to 11:15 PM | 56-72 hours per pay period | Every-other weekend This part-time Category D LPN position is scheduled between 56-72 hours per pay period , usually closer to 72, with a base pay of $29.33-$42.53/hr . Evening shifts include a $3/hr differential , and ...

VIA, Visually Impaired Advancement

Orientation & Mobility Specialist Job at VIA, Visually Impaired Advancement

 ...VIA is seeking a full-time Orientation & Mobility Specialist. Under the direction of the Vision Rehab Services Manager, this position provides Orientation and Mobility (O&M) instruction to individuals who are legally blind who reside, work or are enrolled in an education... 

Ocean Casino Resort

Cocktail Marketing Model Club Operations 2026- Day Club- Seasonal Job at Ocean Casino Resort

 ...The Cocktail Marketing Model Club Operations is responsible for providing prompt, friendly and efficient cocktail service, to our guests...  ...technique and style should stay current and in line with current fashion standards and trends as deemed by management Scheduling...