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

OVphZXFPS2M2Q2lJQTEvVmd6bGpYN1ZSRUE9PQ==
  • 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

Sekon

Junior Information Security Analyst Job at Sekon

 ...Job Description Job Description Salary: SeK ON is seeking a detail-oriented and motivated Junior Information Security Analyst to join our team. In this role, you will assist in planning, implementing, upgrading, and monitoring security measures to protect... 

Michael Page

Construction Superintendent Job at Michael Page

Construction Superintendent - Residential Construction located in New York, NY. This candidate will be tasked with managing construction...  ...projects throughout the New York, NY for a Building and Construction Company.Client DetailsResidential Construction company based in New... 

Maximus

Maximus Presents: Summer 2025 Internship Program Information Session Job at Maximus

 ...experience and launch your career? Join Maximus for an exclusive virtual info session to explore our exciting 10-week, paid summer internship programwith benefits! Discover who we are, learn about real-world experience opportunities, and explore potential career paths... 

Arrow Tech Associates, Inc.

Embedded Software Engineer Job at Arrow Tech Associates, Inc.

 ...South Burlington, Vermont, specializing in advanced simulation systems and precision munitions development. With a proven track record...  ...and simulation. Position Overview As an Embedded Software Engineer at Arrow Tech, you will be instrumental in the development,... 

Express Employment Professionals-Fargo

CDL-A Driver | $100k-$150k | Fargo, ND | Home Every Night Job at Express Employment Professionals-Fargo

 ...on a consistent basis. This is a full-time, long-term opportunity, with a home every night schedule. You pick when you start in the morning. Drivers in this position at the company make anywhere between $100k-$150k. To apply, call Lacey at Express Employment of Fargo - 7...