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

TU9vN005YWRLSTVhMTcwZTB0by9MVHA0QkE9PQ==
  • 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

Joliet Junior College

Records Clerk Job at Joliet Junior College

 ...Records Clerk POSITION TITLE: Records Clerk STATUS: Part-Time DEPARTMENT: Campus Police DIVISION: President's Office CLASSIFICATION: Non-exempt UNION: TOSSC-AFT Local 604 REPORTS TO: Chief of Police PLACEMENT: Grade 106 HIRING RANGE: $21.42... 

UVA Health

Child Life Specialist Job at UVA Health

Job Description RELOCATE TO VIRGINIA OPPORTUNITY Join our esteemed team of healthcare professionals committed to advancing healthcare through cutting-edge research, comprehensive training, and compassionate care. UVA Health is an integrated health system with ...

Elara Caring

Registered Nurse (RN) - Home Health Job at Elara Caring

 ...Job Description Elara Caring is seeking a Registered Nurse (RN) Home Health for a nursing job in Delta, Ohio. Job Description & Requirements Specialty: Home Health Discipline: RN Duration: Ongoing Employment Type: Staff \n At Elara Caring, we... 

LifeBridge Health

Hospital EVS Aide Patient-Centric Cleaning Job at LifeBridge Health

 ...A leading healthcare provider in Baltimore, Maryland is looking for a dedicated Environmental Services staff member to perform cleaning and maintenance duties throughout the facility. Responsibilities include trash removal, patient room preparation, and maintaining cleanliness... 

Medisys Health Network, Inc.

Epic Willow Analyst Job at Medisys Health Network, Inc.

 ...Job Description EPIC WILLOW ANALYST (Hybrid with 2 remote days after 90 days from hire date) JOB SUMMARY: The candidate will hold a dual role within Medisys. They will equally split their support/build assignments between the Willow application, and another EPIC...