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.
...wealthtech company based in Atlanta, is seeking a Digital Graphic Designer who specializes in creating high-performing, conversion-... ...Effects or similar tools to create engaging animated ads and social content. Experience in real estate, finance, fintech, or investment...
...meaningful difference in the lives of the patients you serve. The Medical Support Specialist (MSS) is responsible for performing routine... ...screening tests (influenza, strep, mono, glucose, etc.) Assist providers during examination and treatment Responsible for performing...
...Job Summary: The Appointment Setter/Scheduler plays a key role in coordinating meetings, calls, and consultations between clients and company representatives. This position focuses on maintaining efficient scheduling processes, ensuring clear communication, and delivering...
...Job Title: Locum Tenens - Emergency Medicine Physician Location: Wisconsin State Position Overview: Our team at Vitaly Health is looking for a Emergency Medicine Physician to join our Medical Center on an ongoing Locum Tenens basis, with a start date of October...
...assurance initiatives within the broader private markets platform Qualifications and Skills ~ Bachelors degree required; background in finance, economics, business, or related fields preferred ~02 years of experience in investment research, financial services,...