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
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