unitedconsultingllc
Customer Service- Finra Series 6 License
unitedconsultingllc, Cedar Rapids, Iowa, United States, 52404
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.
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.