Agent Onboarding Representative
The Agent Onboarding Representative/ New Accounts Reviewer 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. Other responsibilities will include but not limited to the following:
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 agent's 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
Job Requirements:
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
Analytical thinking to analyzing information and using logic to address work-related issues and problems
Cooperation with others on the job and displaying a good-natured, cooperative attitude
Attention to detail, fast 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
Knowledge of Excel & WordEstimated Salary: $20 to $28 per hour based on qualifications.
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 agent's 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
Job Requirements:
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
Analytical thinking to analyzing information and using logic to address work-related issues and problems
Cooperation with others on the job and displaying a good-natured, cooperative attitude
Attention to detail, fast 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
Knowledge of Excel & WordEstimated Salary: $20 to $28 per hour based on qualifications.
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