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

Baylor Scott & White Health

Sports Medicine Physician Assistant Surgery Operative McKinney Job at Baylor Scott & White Health

 ...Operative is a licensed, certified, non-physician healthcare provider who actively renders...  ...on patient assessments, evidence-based medicine, standards of care, professional practice...  ...Current license to practice as a Physician Assistant in the state of Texas Basic Life... 

Fortive Corporation

Senior Global Trade Compliance Analyst Job at Fortive Corporation

 ...Import/Export Analyst is responsible for facilitating and ensuring compliance with import/export laws, regulations, and policies in the...  ...industrial condition monitoring, next-generation product design, and healthcare safety solutions.We are a global industrial technology... 

Gulf Coast Automation Group

Workday Integration Consultant (HCM/SCM) Job at Gulf Coast Automation Group

 ...Job Title: Workday Integration Consultant (HCM/SCM) Location: Remote USA Position: Contract 6-9 months + Overview The ideal candidate will have hands-on experience in Workday HCM and/or SCM integrations , strong communication skills, and... 

Travel Placement Service

Travel Agent Entertainment Production Job at Travel Placement Service

Entertainment Production Travel Agent Hybrid (In-Office/Remote), Los Angeles Compensation: Competitive Salary $70,000 Plus + Excellent...  ...and has deep experience managing complex travel logistics for TV, film, or commercial productions. You'll be joining a team known... 

Intercare Insurance

General Liability Adjuster Job at Intercare Insurance

 ...General Liability Claims Adjuster MUST Reside in California & MUST have California General Liability Claims Experience. General Liability Claims Adjuster - Assist a Dynamic Team! We're seeking an experienced and motivated General Liability Claims Adjuster to...