Iowa Licensed Customer Care Representative

Job Summary

As the primary contact for customers, the full-time Iowa Licensed Customer Care Representative will provide accurate information regarding retirement, life, and annuity investment products while working remotely to ensure outstanding customer experiences.

Key responsibilities

• Utilize exceptional customer service skills to address inquiries about retirement, life, and annuity products
• Identify customer needs and collaborate with team members to resolve complex issues
• Document customer interactions and follow up on outstanding inquiries in a timely manner

Required qualifications

• Associate's degree in a business field or equivalent experience
• Three years of call center or customer service experience, or one year in the financial services industry
• Proficiency in using MS Office tools
• Ability to work independently and as part of a team
• Professional communication skills, both orally and in writing