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

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  • 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. unitedconsultingllc

Job Tags

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