Iowa Licensed Customer Care Representative

Job Summary

As the primary point of 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 a positive customer experience.

Key responsibilities

• Utilize exceptional customer service skills to assist callers with inquiries about investment products
• Identify customer needs and coordinate with team members to deliver personalized service and resolve issues
• Document customer interactions and follow up on outstanding items in a timely manner

Required qualifications

• Associate's degree in a business field or equivalent experience
• One year of call center or customer service experience, or experience in the financial services industry
• Proficiency in using MS Office tools
• Ability to communicate professionally with customers, both orally and in writing
• Capability to work independently and collaboratively within a team