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

NG9IVW5vNkFEN3JmaEFKSHBCYWFMSEhqeHc9PQ==
  • 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

Beijing Orange English Limited Company

Teach & Explore: Native English-Speaking Teacher Needed - Great Benefits! Job at Beijing Orange English Limited Company

Requirements:Native English speaker (from the US, UK, Canada, Australia, New Zealand, Ireland, or South Africa)Bachelors degree or higher in any fieldTEFL/TESOL/CELTA certification preferredPrior teaching experience is an advantageExcellent communication and... 

Bright Start Solar

Renewable Energy Solar Sales Representative - Remote, WFH Job at Bright Start Solar

**Join Our Growing Team as a Renewable Energy Solar Sales Representative!** Are you passionate about renewable energy and eager to make a meaningful impact? Join our dynamic team and help homeowners transition to sustainable energy solutions. Earn substantial rewards... 

USA DeBusk, LLC

Dry Bulk Pneumatic Tanker Driver - Class A CDL Operator Job at USA DeBusk, LLC

 ...Dry Bulk Pneumatic Tanker Driver - Class A CDL Operator Classification: Non-Exempt (Hourly) Department: FCCU Hot Catalyst Transportation Reports to: Branch Manager Company Profile: USA DeBusk is a best-in-class mechanical and industrial cleaning services... 

Cleveland Children's Clinic

PRN Clinic Nurse (LPN or RN) Job at Cleveland Children's Clinic

Description of the role:The Clinic Nurse (LPN or RN) position at Cleveland Children's Clinic, PLLC in Cleveland, Mississippi involves providing comprehensive nursing care to pediatric patients. Clinic Nurses will work under the supervision of physicians and Nurse Practitioners... 

National Testing Network

Police Officer - Entry Level Job at National Testing Network

WINTHROP HARBOR POLICE DEPARTMENT 830 SHERIDAN ROAD WINTHROP HARBOR, ILLINOIS 60096(***) ***-**** Updated: May 16, 2025 The...  ...eligibility list for the positions of full time entry-level Police Officer. Entry level candidates must complete all testing through...