Qualifications:
- Graduate of any 4 year degree course.
- At least 1 year relevant work experience in the same function is preferable.
- Good attention to detail
- Accurate
- Productive
- Can work independently with minimal supervision.
- Decision making skills on a case-by-case basis is required.
- Good English comprehension, written and oral communication skills.
- Ability to work in a fast paced environment & multi task well.
- Excellent typing skills.
- Computer skills: MS Office (especially Excel).
- Logs into system to retrieve orders for processing.
- Keys order information into system with speed and accuracy.
- Follows the contract acceptance policy for appropriate disposition.
- Communicates order processing issues to appropriate parties.
- Escalates any system issues, observed documentation issues, or other challenges to management.
- Reviews paper contracts to ensure authorized signature, effective date, service/billing address, phone, social security number or Tax lO, utility, rate, term, and product. Pass/fail as necessary. Follows contract acceptance policy for appropriate disposition.
- Reviews duplicate orders to ensure returning customer has no previous payment or regulatory issues to identify whether account is eligible / appropriate for re-enrollment.
- Ensures data accuracy/validity in Enrollment database.
- Reviews customer credit score per applicable market or service class and attaches to the contract if already on file in Sales Force to avoid duplicate retrieval.
- Manage sales channels internal deal lag or rejection and be an advocate for retaining and correcting deal for enrollment process.
- Notifies respective Sales Manager/Inside Sales Rep of rejection/missing information.
- Helps document processes to ensure repeatability of process.
- Performs requests from sales with a detail oriented mind and ask questions for clarity on request.
- Other ad hoc tasks as may be assigned.
- Prepare daily reports and work summaries as required.
- Carry out additional data operations and administrative tasks as required.
- Meet preset Service Level Agreement with the client
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