• Implementing sales and marketing strategies
• Analyzing competitor product offerings
• Developing technical expertise in products
• Following up (including customer satisfaction calling) on sales leads via phone and email
• Assisting customers with the use of website
• Supporting customers and providing them with the resources (catalogs, manuals, software, etc)
• Keeping track of trial/testing/educational inventory
• Providing order acknowledgments and confirmation on shipping dates
• Generating quotations and reviewing purchase orders
• Inputting, tracking, and help to manage trade show leads

Skills: Sales Strategy Implementation, Competitor Analysis, Product Technical Knowledge, Lead Follow-Up, Customer Support, Resource Provisioning, Inventory Tracking, Quotation and Order Management

• Ensure a timely, professional response to all incoming requests (inbound and Outbound calls, emails and Chat) 
• Defining customer requirements, coordinating with internal departments, providing parts quotes and orders, sending technical information, managing accounts, etc.
• Routinely keep customers informed of the status of orders, inquiries, shipments, problems, etc.
• Process customer parts orders and enter all relevant information into the CRM system
• Maintain the CRM database, customer order records, and associated documentation
• Works collaboratively with sales and other departments to expedite customer inquiries
• Provides customers with shipment and pick-up information
• Phone support of customers, by answering questions and responding to needs
• Accurately and timely process customer requests that are received by mail, phone, fax or email
• Researches and analyses issues to ensure successful outcomes and resolution

Skills: Customer Service, Requirement Analysis, Order Processing, CRM Management, Cross-Department Coordination, Shipment Tracking, Phone Support, Problem Resolution

• Assist customers and reps in answering order status questions, resolve issues with art, or other related order issues
• Set up business partners, graphic numbers and assist entering orders in the SAP database
• Handle return authorization and damaged goods inquires
• Coordinate with the art department to determine best graphic to meet the customer’s needs
• Work directly with the Licensing Team involving copy art and licensing approvals
• Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and understands how those areas impact businesses and employees
• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Generates and deliver reports to clients
• Coordinates transactions with internal departments and tracks through completion
• Prioritizes tasks based on the urgency of the request

Skills: Customer Support, Order Management, SAP Database Entry, Return Authorization Handling, Art Coordination, Licensing Compliance, Multi-Channel Communication, Task Prioritization

• Process employer markets business requests including monitoring automated processes by applying foundational department knowledge of business, products and partners. 
• Follow established standards while meeting quality service levels.
• Work with participants, plan sponsors and record keepers to address specific participant needs, sometimes complex, through support across multiple mediums including telephone, email and other written forms.
• Learn retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and how those areas impact businesses and employees.
• Provide client support and customer service on day to day issues with clients by responding both orally and via written communication.
• Generate and deliver reporting to clients
• Coordinate transactions with internal departments and track through completion
• Assist team with duties and tasks and complete special projects
• Prioritize tasks due to urgency of requests
• Manage responsiveness through daily organization of multiple systems

Skills: Process Monitoring, Quality Assurance, Multi-Channel Communication, Retirement Industry Knowledge, Client Support, Reporting, Transaction Coordination, Task Prioritization

• Maintain contact and sales information in the database
• Develops relationships with clients and customers by becoming a dedicated resource
• Ensure quality and consistent processing and service
• Develops broad understanding of products, services, policies, procedures, regulations and laws for effective service delivery
• Delivers efficient and responsive resolution in the most effective way possible
• Effectively utilizes and navigates internal resources to arrive at the right solution for the client (e.g., computer systems, online resources and client service relationships)
• Completes special projects 
• Interacts with Federal Reserve Bank, Banks and Credit Unions, and other departments including Accounting, Item Processing, Deposit Operations, and other departments to resolve issues and create processing efficiencies.
• Maintain continuing education to ensure operating and Credit Union policies are current and conform to government regulations and third-party regulations.

Skills: Database Management, Client Relationship Building, Quality Assurance, Product Knowledge, Problem Resolution, Resource Navigation, Project Management, Regulatory Compliance

• Ability to perform work accurately and thoroughly.
• Ability to communicate effectively with others using the spoken word. 
• Ability to communicate clearly and concisely in writing.
• Ability to take care of the customers' needs while following company procedures.
• Ability to pay attention to the minute details of a project or task.
• Possessing the trait of being organized or following a systematic method of performing a task.
• Ability to design and conduct a systematic, objective, and critical investigation.
• Excellent computer skills, including Internet Explorer and Microsoft Office
• Excellent time management skills and the ability to prioritize work.
• Attention to detail and problem-solving skills.
• Strong organizational skills with the ability to multi-task.

Qualifications: BA in Finance with 3 Years of Experience

• Experience in customer service, healthcare account sales/marketing service and support, and/or life insurance account sales/marketing service and support, or a combination of these.
• Knowledge of, or the ability to acquire knowledge of, healthcare industry and/or life insurance industry and the marketplace.
• Effective customer service and organizational skills.
• Demonstrated verbal and written communications skills.
• Basic business math proficiency.
• Analytical or critical thinking skills.
• Ability to handle confidential or sensitive information with discretion.
• Effective presentation skills.
• Ability to persuade, negotiate, or influence others.
• Ability to read and interpret contract language.

Qualifications: BA in Communications with 4 Years of Experience

• Experience in a customer service role, preferably in a dealer services or order management role.
• Pay attention to details and manage and prioritize tasks effectively. 
• Ability to learn, operate and understand multiple systems.
• Thrive under pressure and enjoy working toward ambitious goals.
• Comfortable working in Microsoft Office, including Outlook, Excel and Word.
• Can build trust and relationships with teammates and enjoy achieving goals and targets with team.
• Previous experience using ERP systems (Microsoft AX)
• Experience with Zendesk 
• Data analytic skills strongly 
• Excellent organizational skills and ability to prioritize multiple projects. 
• Understanding of the aircraft industry to include some technical understanding of the components. 
• Excellent human relation skills and reasoning ability. 

Qualifications: BA in Marketing with 3 Years of Experience

• Experience in processing or customer service, or an equivalent combination of training and experience
• Basic knowledge of Microsoft Excel and Word
• Requires strong verbal and written communications skills, member service and quality focus, with the ability to work independently
• Must demonstrate good organizational skills and attention to detail
• The ability to handle multiple functional tasks while ensuring productivity and quality are maintained
• Financial institution experience 
• Requires understanding of ChexSystems and Equifax reports for adding owners or product and service eligibility
• Legal experience recommended (Levies, Garnishments, Subpoenas, Power of Attorney, and Trust accounts)
• Quick learner and motivated to be a consistent performer
• Oracle experience strongly 
• Knowledge of MS Office (Excel, Word)
• Must be results-oriented

Qualifications: BA in Business Administration with 3 Years of Experience

• Must have superior client service skills.
• Advanced Excel experience.
• Able to multi-task and work in a fast-paced environment.
• Ability to build internal relationships and communicate effectively with others.
• Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
• Must exhibit strong written and oral communication skills.
• Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
• Detail-oriented and able to multitask.
• Consumer lending experience 
• Strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs.
• Calling experience which includes updating call results, receiving and placing support calls, or other related experience 

Qualifications: BA in Customer Service Management with 5 Years of Experience