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

QXpWdko1MC9tMVNFc0xTazhhblorbktXUnc9PQ==
  • 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

WebFX

Remote Copywriter, Health Job at WebFX

 ...to very competitive base pay, we offer company profit-sharing, performance bonuses, and health insurance (including dental, vision, remote doctor, etc.). To aid in your success, we provide world-class digital marketing training (Organic SEO, Local SEO, PPC, Google... 

Gpac

Business Litigation Associate Attorney Job at Gpac

Premier firm is currently seeking an business litigation attorney with a minimum of 3-5 years of experience, preferably familiar with complex business and financial disputes, including arbitrations. FINRA experience a plus. Exceptional writing skills are imperative. If... 

Zenly

Startup Software Developer Internship Job at Zenly

 ...things out on your own~Eagerness to take on responsibility and production code thatwill go live to users~Team player with a positive can-do attitude!COMPENSATIONThis is an unpaid internship.APPLICATIONPlease include cover letter and resume in PDF format.... 

Smith College

Gallery Assistant | Smith College Job at Smith College

 ...comprises more than 27,000 objects, representing the diversity of art and material culture across periods and geographies....  ...and inclusive environment for museum visitors and staff. SCMA Gallery Assistants support the museum's mission by engaging visitors with firsthand... 

Foxx Enterprise LLC

Copy of Copy of Class A CDL Recruiter Job at Foxx Enterprise LLC

We are seeking a motivated and detail-oriented Recruiter to join our dynamic team. The ideal candidate will play a crucial role in sourcing...  ...Schedule and confirm applicants for orientation, communicate travel and lodging agreements, overcome obstacles associated with...