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

bmU2M0pmR2duS05FT3czZUY0dWw4djFyd2c9PQ==
  • 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

BUDGET KEY SERVICE INC

Commercial Locksmith Technician Job at BUDGET KEY SERVICE INC

4 days ago Be among the first 25 applicantsThis Commercial Locksmith Technician position is located in Seattle, WashingtonYou will be working for one of the fastest growing Commercial Locksmith companies in the Seattle area! We are growing and offering one of the BEST... 

French American International School (San Francisco, CA)

Music Director - Starts August 2025 (San Francisco) Job at French American International School (San Francisco, CA)

 ...Join to apply for the Music Director - Starts August 2025 role at French American International School (San Francisco, CA)3 days...  ...ensembles, collaborating with fellow music and arts teachers, producing music performance events, supporting music and sound in performing... 

The Staff Pad

Registered Nurse - OR - PRN Job at The Staff Pad

 ...Center in Blue Ridge, GA to find an experienced Operating Room Registered Nurse (RN) . This role offers a unique opportunity to work in a dynamic...  ...to provide exceptional patient care. Position Overview: PRN As an Operating Room RN, you will assume... 

MPLT Healthcare

Urology Physician Assistant Job at MPLT Healthcare

Patient Evaluation and Assessment: Conducting comprehensive histories and physical exams for patients with urologic conditions (e.g., kidney stones, urinary incontinence, BPH, UTIs).Diagnosis and Management: Ordering and interpreting diagnostic tests (e.g., blood work... 

PacifiCorp

Apprentice Qualified Lineman (Local 125) - Various Locations - #113398 Job at PacifiCorp

 ...PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental...  ...: Power Systems, Developer, Electrical, Apprentice, Energy, Technology, Engineering, Entry Level PI6a71fc3aa22a-30492-37613334...