Agent on Boarding representative

1 month ago

Buena Park, United States Ria Financial Full time
Job Description

The Agent onboarding Analyst will serve as a liaison between corporate office and field Sales Representatives to implement our prospective Agent applications. In addition, the ideal candidate will have strong analytical, prioritizing, interpersonal, and problem-solving skills while upholding accuracy in all processed information while adhering to deadlines

Responsibilities

  • Review and analyze the accuracy information of new applications transferred from PQ & ATA group Keep track of applications processed and returned to PQ & ATA team
  • Process and upload new applications in the system
  • Update existing agents information
  • Process Change of owner's applications
  • Update phone, fax and e-mail address of existing agents
  • Update bank accounts
  • Coordinate the Bank account request for new agents to Finance Operations
  • Coordinate the equipment shipping for new agents to Web support
  • Notify sales via e-mail about their activations
  • Support sales with their applications & questions in a professional manner
  • Monitoring the QA & Agent Setup queue to make sure sales and internal departments are getting the appropriated support on time
  • Identify opportunities to improve QA processes to speed the process
  • Provide weekly reports of applications returned
Qualifications
  • High school graduate and or some college preferred
  • Excellent English and Spanish language skills
  • Critical thinking using logic and reasoning to identify information incorrect and provide alternative solutions to move the application to the activation queue
  • Uses different techniques to identify possible solutions and panifies next steps.
  • Analytical thinking to analyzing information and using logic to address work-related issues and problems
  • Aligns individual work activities to the group making sure the applications are no left behind as per AOB policy
  • Cooperation with others on the job and displaying a good-natured, cooperative attitude
  • Communicates clearly to convince.
  • Guide daily work in all AOB queues for the short/mid term
  • Attention to detail, learning skills and decision making
  • Giving full attention to what other people are reviewing and transferring to QA/Agent Setup
  • Job requires being open to change and to considerable variety in the workplace
  • Change adaptability and flexibility to work extended hours or weekends
  • Greater aptitude for coaching, motivating, and interacting with work teams
  • Ability to operate in a team environment
  • Be able to communicate via e-mail

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