ACCOUNT SERVICES REPRESENTATIVE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

• Directly related experience in a professional business atmosphere, including customer service.
• Coursework in written communications or an extension program at the same level.
• Thorough computer knowledge of word processors, spreadsheets, other PC applications, or mainframe applications. 
• Experience in Microsoft Word, Excel, and Outlook, Shaw, Lemans, AFS, CCS, Universal Agent, and Siebel.
• Knowledge and understanding of the functions, policies, and practices of the company's consumer lending operations. 
• Excellent research skills. 
• Good written and verbal communication skills and interpersonal skills. 
• Good analytical and problem-solving skills.
• Ability to organize and handle high volumes of paperwork with detailed content and issues. 
• Ability to multi-task and deadline orientation. 
• Good time management skills.

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• Successful sales experience, preferably in telephone or outside-based sales.
• Experience with contracts and contract negotiation.
• Excellent and proven customer service experience.
• Working knowledge of geography and geographic regions of the United States and US Territories.
• General knowledge of financials and the ability to interpret basic financial reports.
• Proficient with Windows Operating Systems and Microsoft products such as Word, Excel, Outlook, and SharePoint.
• Strong sense of urgency, ability to work independently with little direct supervision, and in a fast-paced virtual environment.
• Ability to communicate professionally and effectively across various forms of media and in person with existing and new potential partners and across departmental lines.
• Excellent and proven negotiation skills.
• Must be a team player, highly driven with a hunter mentality.

• Cash handling experience.
• Very good physical dexterity, key stroke speed, and accuracy.
• General math skills and accounting/reconciliation skills.
• Efficient and accurate data entry abilities.
• Proficient communication skills.
• Ability to work independently and as part of a team.
• Must have the physical lifting of work bag contents (max 20 lbs).
• High attention to detail.
• High level of ethics and integrity.
• Ability to multi-task with speed and accuracy.
• Ability to keep the information confidential.

• Experience in a sales/customer service role.
• Experience handling billing inquiries, invoicing, and payment follow-ups to support revenue operations.
• Familiar with service-level agreements (SLAs) and account performance standards.
• Knowledge of basic financial principles, such as pricing structures and contract terms.
• Experience in monitoring account performance metrics and preparing regular client reports.
• Exposure to CRM software.
• Excellent communication skills via the phone, email, and face-to-face.
• Demonstrated proficiency in Word, Excel, and email platforms, i.e., Gmail, Outlook.
• Self-starter and able to maintain strong self-motivation.
• Highly organized and strong attention to detail.
• Able to multi-task and juggle priorities and projects for multiple people, while staying focused and completing goals by their deadlines.
• Positive outlook with strong professional etiquette.

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• Experience in a customer service capacity.
• Experience in a phone-based bank or credit union customer service capacity.
• ACH and direct deposit experience. 
• Highly proficient in Excel and PowerPoint.
• Knowledge of DoubleClick, Operative, and Salesforce. 
• General understanding of media math, media proposal composition, and Nielsen/Comscore data ratings. 
• Experience working with dynamic digital products such as Sponsorships, Audience Guarantee, Viewability, and Programmatic.
• Excellent verbal communication skills.
• Bilingual in English and Spanish. 

• Experience in a sales/customer service role.
• Exposure to CRM software.
• Excellent communication skills via the phone, email, and face-to-face.
• Demonstrated proficiency in Word/Excel and email platforms.
• Self-starter and able to maintain strong self-motivation.
• Highly organized and strong attention to detail.
• Able to multi-task and juggle priorities and projects for multiple people, while staying focused and completing goals by deadlines.
• A positive outlook with strong professional etiquette.
• Exceptional customer service and interpersonal phone etiquette skills.
• Strong computer application skills.
• Excellent interpersonal and organizational skills.

• Client Service and/or Account Management experience.
• Technically savvy, including experience working with multiple CRM or ERP systems. 
• Experience working with ERP or CRM applications such as NetSuite, Salesforce, or Kimball.
• A people person with strong and proven customer service skills with both internal and external clients.
• Team player who is able to step in and support team members.
• Ability to manage manual transaction volumes and proactively prioritize tasks.
• Can identify and deliver process improvement opportunities, and turn manual tasks into automated ones.
• Ability to work cross-functionally in a fast-paced environment.
• Strong Microsoft Office skills.
• Strong communicator (verbal and written)
• Multi-task in a fast-paced environment, detail-oriented and responsive, deadline-driven, and have strong quantitative reasoning skills.

• Law firm accounting experience.
• ASO contract knowledge.
• Familiarity with the case installation process.
• Knowledge of office management systems and procedures.
• Proficient knowledge of accounting functions and computer applications, including Microsoft Excel.
• Strong verbal, mathematical, written, and analytical skills.
• Excellent organization skills and the ability to adapt to changing priorities and work demands.
• Attention to detail and accuracy.
• Strong interpersonal skills with the ability to work well under pressure.
• Excellent communication skills.
• Problem-solving and critical thinking abilities.

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• Customer service experience.
• Strong verbal, written, and interpersonal communication skills.
• Proven customer service/relations skills, including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries.
• Excellent telephone skills, including listening and demonstrating courtesy, empathy, and accuracy.
• Thorough knowledge of all relevant operational processes and procedures, and company products and services.
• Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc.
• Ability to perform interest calculations and account adjustments.
• Strong analytical and problem-solving skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously.

• Related Personal Lines experience and/or training.
• NJ Property and Casualty license.
• Above-average interpersonal, listening, and organizational skills.
• Good analytical and decision-making skills.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Good MS Office and personal computer skills, including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Ability to handle multiple tasks simultaneously.
• Ability to work independently and in a team environment.
• Must achieve and maintain published call and transaction quality processing standards.
• Must be able to handle a high volume of inbound and outbound calls within time standards while maintaining a professional demeanor.
• Excellent written and telephone skills, and clear enunciation and oral communication skills.
• Strong attention to detail.

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