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

T1l4YWhwS0ZyLy9yRm9YQjNXaG5nbCsyblE9PQ==
  • 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 customers 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

Valvoline

Store Manager - Issaquah Job at Valvoline

 ...Valvoline Instant Oil Change is growing fast were planning to double our store footprint and need excellent leaders to grow with us! Upon joining our Vamily, youll complete an accelerated manager-in-training program in as little as six months to develop into the role... 

SAIC

Policy Analyst Job at SAIC

 ...Description SAIC is seeking a Senior Policy Analyst that will be focused on providing policy and governance analyses on Information Technology (IT) related policy issues as it pertains to the military services, combatant commands, and Department of Defense (DoD)... 

Rampro Facility Service

Industrial Kitchen Cleaner- West Burbs Job at Rampro Facility Service

 .... We provide comprehensive cleaning services for restaurants, industrial facilities, sky scrapers and more in greater Chicagoland, Southern...  ...grow within the company Ability to work in all weather (outdoors and indoors), hot or cold Must be able to crawl into... 

Criterion Executive Search

Project Manager (Intelligent Traffic Systems) (REMOTE) Job at Criterion Executive Search

Project Manager (Intelligent Traffic Systems) (REMOTE)Denver , COPermanent$120,000.00 - $140,000.00 / AnnualPosted: 2/16/25, 8:43 PM - Contact: Chris PlanetaDescriptionRemote work-from-home job, with idea... 

Golden Lighting

Warehouse Operations Manager Job at Golden Lighting

 ...Warehouse Operations Manager Industry: Importing, Distribution, and Ecommerce Location: Tallahassee, FL Schedule: Full Time...  ...0 days of FT employment) ~100% employer-paid life insurance (up to $50,000, with the option to purchase additional coverage)...