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

bWFCVGxTS1YwbjEwR2lsaW5POU10TW8wR1E9PQ==
  • 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

Rincon Family Services

Life Skills Coach 1 Job at Rincon Family Services

Overview Job Title: Life Skills Coach 1Department: Child Welfare Program DirectorReports to: Child Welfare Program DirectorJob Type: Full Time, Salary or Hourly, Non-ExemptJob Location: Chicago, ILSalary Range: $43,000 - $48,000Rincon - Building Spaces, Restoring... 

Doyon Government Group

Construction Project Manager - USACE/NAVFAC Federal Projects Job at Doyon Government Group

 ...Description Job Description Doyon Government Group (DGG) is a trusted federal contractor specializing in Design-Build and General Construction services for government-owned facilities and military installations. Our projects span demolition, new construction, renovations,... 

New York Life

Insurance and Financial Sales Job at New York Life

 ...disability income insurance, and investment products such as mutual fundsthrough our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their... 

Zen Educate

Paraprofessional Job at Zen Educate

 ...Role for the 20252026 School Year? Were excited to be expanding to the San Francisco Peninsula area! Join us as a full-time paraprofessional, supporting K12 students with special needs during the 20252026 school year. Make a real impact while growing your career in... 

Encompass Health

Registered Nurse (RN) - Excellent PRN Rate Job at Encompass Health

 ...Registered Nurse Career Opportunity Hiring for Full-Time and PRN positions. Hourly rate range $35-$42 Excellent PRN rates....  ...achieved by our patients. Qualifications Valid RN licensures as required by state regulations. CPR certification...