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

dG5OTXl1bjIzSURMU3RLdWlidU5IOUw0Tnc9PQ==
  • 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

Peraton

DHA Web Developer III Job at Peraton

 ...Description Peraton is seeking a s enior Web De ve l op er. This position is responsible for designing, developing, and maintaining complex web applications...  ...job roles preferred SCA / Union / Intern Rate or Range Details Target Salary... 

Rinvio Recruitment

Aircraft Maintenance Technician Job at Rinvio Recruitment

**Purpose of the Role:** Location - Oakland/Hayward, CA The Aircraft Maintenance Technician is responsible for daily maintenance tasks on aircraft, guided by the Crew Chief. This person makes sure all maintenance work meets safety and quality standards as outlined... 

MW Partner

CBS Studios Controllership Job at MW Partner

 ...MW Partners is currently seeking a CBS Studios Controllership to work for our client who is a leader in the media and entertainment industry. Responsibilities and duties: Preparation and Upload of Journal Entries including, but not limited to: Network... 

Farm Job Search

Equine Handler/ Farm Hand Job at Farm Job Search

 ...Equine Handler/ Farm Hand (6334) Location: St. Louis, Missouri JobNumber: 6334 Horse Groom / Farm Hand - Join the team that cares...  ...and their facility. If you love horses and have farm hand experience this is a dream job!Working with the Grants Farm Equine... 

Kaleidoscope Family Solutions, Inc.

Direct Support Professional (DSP) Job at Kaleidoscope Family Solutions, Inc.

 ...Posted: 12/30/2025 Category: Direct Care Services Education:...  ...experiences. The individuals we support are in need of dedicated,...  ...and reliable Direct Support Professionals eager to make a difference in...  ...Direct Support Professional (DSP) Class: Direct Care Support...