Account Management Specialist

1 month ago

Charlotte, North Carolina, United States CPI Security Full time
Job Overview

As a New Account Administrator at CPI Security, you will be instrumental in the assessment and evaluation of sales for both new and existing clientele. Your role will involve scrutinizing the details provided in contracts, quotes, credit assessments, homeownership documentation, and other relevant materials to authorize sales. This position demands exceptional attention to detail, robust analytical capabilities, and effective communication skills to collaborate with various team members.

Key Responsibilities

  • Oversee the onboarding process of customer accounts within the CPI systems.
  • Ensure adherence to CPI policies while consistently applying them in relation to Underwriting and Sales Requirements.
  • Maintain a high standard of accuracy and efficiency in data verification within monitoring systems to achieve departmental objectives.
  • Demonstrate a comprehensive understanding of all internal CPI policies and apply them consistently in the evaluation and decision-making process for sales approvals and denials.
  • Assist in resolving challenges associated with underwriting decisions.
  • Manage underwriting and new sale queues within strict deadlines.
  • Communicate underwriting decisions clearly to all relevant stakeholders.
  • Review escalated credit reports to provide guidance and enforce compliance with expected sales requirements.
  • Timely review of submitted approval items to ensure successful account activation.
  • Possess a working knowledge of all part, pricing, and discount information to effectively address internal and external inquiries.

Required Knowledge, Skills, and Abilities

  • Familiarity with underwriting guidelines and principles.
  • Strong analytical and decision-making capabilities.
  • Attention to detail with the ability to work accurately.
  • Adaptability and willingness to learn and implement new policies and procedures as corporate standards evolve.
  • Professionalism and courtesy in handling both internal and customer inquiries.
  • Maintain extensive product knowledge, including current features, specifications, promotions, pricing, and discounts.
  • Proficiency in evaluating credit reports for both residential and commercial clients.
  • Proficiency in assessing home ownership records.
  • Self-motivated with the initiative to complete tasks accurately within established timelines and standards.
  • Ability to maintain a professional demeanor and represent the company positively.
  • Understand and embrace the company's core values, goals, mission, vision, and priorities as set by management, continually seeking ways to meet or exceed objectives.

Other Experience Required

  • High school diploma required; some college education preferred.
  • Up to two years of prior underwriting experience preferred.
  • Previous experience in a call center environment preferred.

CPI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type, ensuring equal opportunities without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

#LI-JL1

  • Sales Account Manager

    2 weeks ago

    Charlotte, North Carolina, United States Management Recruiters International Full time

    Sales Account Manager - Plant Technology **About the Role** We are seeking a highly motivated and experienced Sales Account Manager to join our team in Charlotte, NC. As a Sales Account Manager - Plant Technology, you will be responsible for developing and maintaining relationships with key customers in the agriculture and horticulture industries. **Key...

  • Accounts Receivable Specialist

    6 days ago

    Charlotte, North Carolina, United States TalentBridge Full time

    Accounts Receivable Specialist Job DescriptionTalentBridge is seeking a highly skilled and detail-oriented Accounts Receivable Specialist to join our team. As an AR Specialist, you will play a critical role in managing and optimizing our company's collections process.Key Responsibilities:Generate and send out invoices to clients in a timely mannerEnsure...

  • Sales Account Manager

    1 week ago

    Charlotte, North Carolina, United States Management Recruiters International Full time

    Job Title: Sales Account ManagerWe are seeking a highly motivated and experienced Sales Account Manager to join our team at Management Recruiters International. As a Sales Account Manager, you will be responsible for building and maintaining strong relationships with our clients and identifying new business opportunities.Key Responsibilities:Develop and...

  • Customer Account Management Specialist

    1 month ago

    Charlotte, North Carolina, United States Townsquare Interactive Full time

    Job OverviewPosition: Account Resolution SpecialistCompany: Townsquare InteractiveLocation: Charlotte Uptown OfficeAbout Townsquare Interactive:Townsquare Interactive is dedicated to enabling small and medium-sized enterprises to flourish. Our exceptional business management platform enhances customer engagement, ensuring sustained success. We provide a...

  • Sales Account Manager

    3 weeks ago

    Charlotte, North Carolina, United States Management Recruiters International Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Account Manager to join our team. As a Sales Account Manager - Plant Technology, you will be responsible for developing and maintaining relationships with key customers in the plant technology industry.Key ResponsibilitiesDevelop and execute sales strategies to achieve revenue growth and...

  • Accounts Payable Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Flexential Full time

    Job Title: Accounts Payable SpecialistAt Flexential, we are seeking a highly organized and detail-oriented Accounts Payable Specialist to join our team. As an Accounts Payable Specialist, you will play a critical role in ensuring the timely and accurate processing of vendor invoices and payments.Key Responsibilities:Assist in the entire Accounts Payable life...

  • Claims and Accounting Specialist

    7 days ago

    Charlotte, North Carolina, United States Allen Lund Company, LLC Full time

    Job Title: Claims and Accounting SpecialistWe are seeking a highly skilled Claims and Accounting Specialist to join our team at Allen Lund Company, LLC. As a Claims and Accounting Specialist, you will be responsible for supporting the branch offices and National Accounts Team (NAM) in the evaluation, investigation, documentation, filing, and collecting of...

  • Accounts Payable Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Flexential Full time

    Job Title: Accounts Payable Specialist Job Summary: We are seeking a highly organized and detail-oriented Accounts Payable Specialist to join our team at Flexential. As an Accounts Payable Specialist, you will be responsible for assisting with day-to-day general ledger and accounts payable data entry, timely and accurate processing of vendor invoices &...

  • Claims and Accounting Specialist

    2 weeks ago

    Charlotte, North Carolina, United States Allen Lund Company Full time

    {"title": "Claims and Accounting Specialist", "description": "Job SummaryWe are seeking a highly skilled Claims and Accounting Specialist to join our team at Allen Lund Company. This role will support our branch offices and National Accounts Team in evaluating, investigating, and resolving cargo claims. The successful candidate will possess strong analytical...

  • Customer Service Representative/Account Management Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Graphic Packaging International Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Representative/Account Management Specialist to join our team at Graphic Packaging International. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and account management to our valued clients.Key...

  • Claims and Accounting Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Allen Lund Company Full time

    About the RoleWe are seeking a highly skilled Claims and Accounting Specialist to join our team at Allen Lund Company. As a Claims and Accounting Specialist, you will play a critical role in supporting our branch offices and National Accounts Team (NAM) in the evaluation, investigation, documentation, filing, and collection of cargo claims.Key...

  • Claims and Accounting Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Allen Lund Company Full time

    {"title": "Claims and Accounting Specialist", "description": "Job SummaryWe are seeking a highly skilled Claims and Accounting Specialist to join our team at Allen Lund Company. This role will support our branch offices and National Accounts Team in evaluating, investigating, and resolving cargo claims. The successful candidate will possess strong analytical...

  • Account Reactivation Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Townsquare Interactive Full time

    Job DescriptionAbout Townsquare Interactive:Townsquare Interactive is a leading provider of business management solutions, empowering small and medium-sized businesses to thrive in today's competitive market. Our comprehensive platform offers a range of tools and services designed to enhance customer flow, drive revenue growth, and simplify success for...

  • Accounts Payable Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Flow Control Group Company Full time

    Accounts Payable Specialist II Job SummaryWe are seeking a highly skilled Accounts Payable Specialist II to join our team at Flow Control Group. As a key member of our AP department, you will play a critical role in ensuring the accuracy and efficiency of our financial processes.Key Responsibilities:Perform complex reconciliations of vendor statements to...

  • Tax Specialist

    2 weeks ago

    Charlotte, North Carolina, United States Modera Wealth Management Full time

    About Modera Wealth ManagementModera Wealth Management is an independent, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team is committed to making a lasting positive impact on the lives of our clients through our comprehensive approach.Job SummaryWe are seeking a highly skilled...

  • Neurology Account Specialist

    1 week ago

    Charlotte, North Carolina, United States Eisai Full time

    Job Title: Senior Neurology Account SpecialistEisai is a leading pharmaceutical company dedicated to improving the lives of patients with neurodegenerative diseases. We are seeking a highly motivated and experienced Senior Neurology Account Specialist to join our team.Job Summary:The Senior Neurology Account Specialist will be responsible for developing and...

  • Account Reactivation Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Townsquare Interactive Full time

    About Townsquare InteractiveTownsquare Interactive is a leading provider of business management solutions, empowering small and medium-sized businesses to thrive in today's competitive market. Our comprehensive platform offers a range of tools and services, including business management software, website design, SEO, social media management, and reputation...

  • Strategic Account Specialist for Hospitality

    3 weeks ago

    Charlotte, North Carolina, United States Spectrum Full time

    {"title": "Unlock Your Sales Potential", "subtitle": "Become a Strategic Account Specialist for Hospitality at Spectrum Enterprise", "content": "Are you ready to take your sales career to the next level? As a Strategic Account Specialist for Hospitality at Spectrum Enterprise, you will have the opportunity to work with top hospitality organizations and...

  • Strategic Account Specialist for Hospitality

    3 weeks ago

    Charlotte, North Carolina, United States Spectrum Full time

    {"title": "Unlock Your Sales Potential", "subtitle": "Become a Strategic Account Specialist for Hospitality at Spectrum Enterprise", "content": "Are you ready to take your sales career to the next level? As a Strategic Account Specialist for Hospitality at Spectrum Enterprise, you will have the opportunity to work with top hospitality organizations and...

  • Account Management Associate

    1 month ago

    Charlotte, North Carolina, United States Townsquare Interactive Full time

    Job OverviewPosition: Account Resolution SpecialistCompany: Townsquare InteractiveLocation: Charlotte Uptown OfficeAbout Townsquare Interactive:Townsquare Interactive is dedicated to supporting small and medium-sized enterprises in achieving their goals. Our comprehensive business management platform is designed to enhance customer engagement and ensure...