Customer Service Representative

5 days ago


Cedar Rapids, Iowa, United States unitedconsultingllc Full time

Job Overview

At United Consulting LLC, we are seeking a skilled Customer Service Representative to join our team. As a key member of our organization, you will play a critical role in providing exceptional customer service and support.

Salary Information

We offer a competitive salary range of $45,000 - $60,000 per year, depending on experience.

About the Job

The ideal candidate will possess excellent communication skills, both written and verbal, and be able to effectively handle customer inquiries and issues related to life and health insurance, annuity, and investment products.

Responsibilities

  • Provide information on complex customer service issues, ensuring high-quality and efficient service delivery.
  • Communicate with customers regarding service requests or problems, documenting and resolving their inquiries.
  • Thoroughly document all contacts and conversations, following up as required.
  • Work collaboratively with other departments to complete customer requests and minimize escalations.
  • Develop proficiency in various administration and automated workflow systems.
  • Process complex and varied service requests.
  • Represent our company with professional pride to internal and external customers.
  • Meet/exceed set quality and productivity metrics.

Qualifications

  • Hold a current FINRA Series 6 license at time of application.
  • Possess a High School diploma or equivalent.
  • Have up to 1 year of experience in call center or customer service, with training provided if necessary.
  • Demonstrate fundamental computer knowledge and ability to navigate window applications.
  • Show basic understanding of Microsoft Office Suite, specifically Word and Excel.


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