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

a0tSSW1lUUtBb0NzOFliUHdLMkduTm9pUlE9PQ==
  • 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

MRA Recruiting Services

Marketing Specialist Job at MRA Recruiting Services

 ...Job Title: Marketing Specialist Company: Triad Technologies Salary: $55,000 $65,000 Location: Hybrid flexible within proximity...  ...align with Triads branding guidelines. Assist with all inbound and outbound marketing activities. Field inquiries and sales... 

State of Florida

COURT REPORTER II - 22010020 Job at State of Florida

 ...Requisition No:856914 Agency: State Courts System Working Title: COURT REPORTER II - 22010020Pay Plan: State Courts System Position Number:22010020 Salary: $75,154.80 Posting Closing Date: 06/30/2026 Total Compensation Estimator Description of... 

Bellin

Medical Laboratory Scientist or Medical Laboratory Technician -Lab Microbiology Job at Bellin

 ..., Green Bay, WI 54301 FTE Status: Part-Time 0.60 FTE (24 hours/week) Work Schedule: Monday's 5-9pm, Tuesday-Friday...  ...during these visits Access to online continuing education for...  ...to be your best self at work and at home Be a member of a passionate workforce... 

Citadel Security USA

Special Events Officer Job at Citadel Security USA

Location: Grand Junction, CO Employment Type: Part-Time / As-Needed Schedule: Evenings and weekends (event-based) Pay Rate: $16.50 per hour Citadel Security USA is seeking professional and dependable Unarmed Special Events Security Officers to support concerts...

Compass Group

Pastry Sous Chef Job at Compass Group

 ...Position Title: Pastry Sous Chef Salary: $70,000 to $80,000 Founded in 2005 as Hudson Yards Catering, Union Square Events is a culinary and operations leader in the hospitality industry, partnering with a diverse portfolio of best-in-class clients. We produce...