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

cmk0NDBCeDRmOXFyc0xEL1NPNExrTGt2NGc9PQ==
  • 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

DeepJudge

Field Marketing Manager (Zurich Switzerland or Remote-USA East Coast) Job at DeepJudge

 ...professionals to the internal insights that matter most, providing a strong foundation for AI-powered workflows. Were headquartered in Switzerland, with a strong and fast-growing team in the United States and Canada, and cater to clients all around the world. Were a fast-... 

Participate Learning

ESL Teacher Job at Participate Learning

 ...Required Certificates: Teaching Credential/License Work Visa Eligibility: Australia, Austria, Bahamas, The, Barbados, Belize...  ...there are no program or placement fees for teachers. Full visa sponsorship we handle your J-1 visa sponsorship and all required... 

St. Louis Symphony Orchestra

Stage Manager Job at St. Louis Symphony Orchestra

Stage ManagerReports ToTechnical DirectorPosition SummaryAs a key member of the Artistic Operations Department and fulltime member of the stage crew, the Stage Manager is responsible for leading all stage crew activities (34 fulltime stagehands and extra stagehands... 

Remote VA

Bookkeeper with Quickbooks desktop Job at Remote VA

 ...Bookkeeper With QuickBooks Desktop Experience We are looking for a Bookkeeper with QuickBooks Desktop experience. He/she will be responsible for managing the financial records of a company using the QuickBooks Desktop software. The role involves handling accounting... 

Medline Industries, Inc.

Clinical Sales (m/w/d) - Switzerland Sales · Zürich, Remote · Job at Medline Industries, Inc.

 ...Niederlanden (Utrecht). Weitere Informationen ber die Aktivitten von Medline in Europa finden Sie unterClinical Sales (m/f/d) - SwitzerlandRegion: ZH, SG, LU, GR, ZG, GL, NW, OW, SH, SZ, TG, URDer klinische Vertrieb ist eine wichtige Quelle fr die Bereitstellung...