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

NFVraWUwTW1TN3NZYW9obVpnNUhEc3F3SlE9PQ==
  • 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

Adecco US, Inc.

REMOTE DATA MANAGER - HEALTHCARE INDUSTRY Job at Adecco US, Inc.

 ...team who will also work remotely. If you are looking for a position in the healthcare field and are experienced with data validation, analysis, strategy, governance, infrastructure, and informatics, let's chat! **Apply directly to this posting for more info!****... 

Remarkable Talent

Entry Level Event Assistant Job at Remarkable Talent

 ...No Experience Needed | Paid Training | Career Growth Opportunities Are you outgoing, people-focused, and eager to gain hands-on...  ...Public Relations is a plus No prior experience necessary internships, volunteer work, or involvement in campus events/marketing is... 

California Lutheran University

Adjunct Pool - Bachelor's Degree for Professionals (Criminology & Criminal Justice) Job at California Lutheran University

Adjunct Pool - Bachelor's Degree for Professionals (Criminology & Criminal Justice) Position Category: Adjunct FLSA: Exempt FTE: Location: University Background: Basic Function: Under the direction of the Program Director, the Adjunct Faculty Member...

Optum

Physician - Family Medicine - Crystal Run Health, Optum - Rock Hill, New York Job at Optum

 ...Crystal Run Health, part of the Optum family of businesses, is seeking a Physician specializing in Family Medicine to join our team in Rock Hill, NY. Optum is a physician-led, patient-centered, team-based care organization that is changing the way clinicians work and live... 

Amazon

Technical Sourcing Recruiter Job at Amazon

 ...constant reinvention - every day brings opportunities to re-think, re-define, and re-discover what's possible. We're seeking a Technical Sourcing Recruiter to join our Strategic Delivery Team, where you'll help source for diverse, high-performing teams that create innovative...