Client Account Coordinator

2 weeks ago

Charlotte, North Carolina, United States CPI Security Full time

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

Key Responsibilities

  • Oversee the onboarding process of customer accounts within the CPI systems.
  • Ensure adherence to CPI policies consistently 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.
  • Possess comprehensive knowledge of all internal CPI policies and apply them consistently in the evaluation and judgment of all sales approvals and denials.
  • Assist in resolving issues associated with underwriting decisions.
  • Manage underwriting and new sale queues under strict deadlines.
  • Communicate underwriting decisions clearly to relevant stakeholders.
  • Review escalated credit assessments to provide guidance on expected sales criteria.
  • Timely review of submitted approval items to ensure successful activation.
  • Possess a working knowledge of all parts, pricing, and discount information to effectively respond to internal and external inquiries.
Required Knowledge, Skills, and Abilities
  • Familiarity with underwriting guidelines and principles.
  • Strong analytical and decision-making capabilities.
  • Meticulous attention to detail and the ability to work with a high degree of accuracy.
  • Ability to adapt and learn, processing and implementing 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.
  • Ability to assess home ownership records effectively.
  • Self-motivated with the initiative to complete tasks accurately within established timelines and standards.
  • Maintain a professional demeanor and represent the company positively.
  • Understand and align with the company’s core values, goals, mission, vision, and priorities as set by management, continually seeking ways to meet or exceed these 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 Security is committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any kind, and 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.

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