Customer Service

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.