Account Coordinator - Norwood, United States - The CCS Companies
Description
Under daily supervision, provide overall day-to-day client service and support to ensure effective execution of the overall client experience.As a member of the Account Coordination team, collaboration with internal teams is essential by pitching ideas, developing strategies and demonstrating problem-solving skills.
The position entails project tracking duties, research and handling of account issues, composing client correspondence, creating presentations and assistance in maintaining a great partnership.
ESSENTIAL FUNCTIONS:
- Provide first level superior phone support to CCS' client base by initiating and fielding inbound calls in a helpful and intelligent manner in order to maintain company professionalism standards.
- Attend to the needs of the client by seeking ways to add value to the relationship.
- Maintain knowledge of and compliance with all FDCPA, FCRA and compliancy regulations.
- Assist the Operations departments in gathering data and information on accounts and placements as needed.
- Request and review for accuracy all supporting documents provided by clients.
- Cross train on various levels of client systems to research payments, adjustment and provide general information to Operations and other internal teams.
- Review and investigate new business bypassed accounts for all directories and work with clients and internal staff to identify and correct.
- Manage all daily and weekly client reporting requirements/deliverables.
- Update and maintain department job aids and training materials.
- Support and maintain relationships with Account Management team to execute client guidelines and specifications.
- Comprehend and execute verbal and written directions from managers, directors and executives on client requirements and needs.
- Create, maintain and submit Synergy requests for projects as well as daily, weekly and monthly tasks.
- Assist in the transition of tasks and assignments to better streamline workflows.
- Generate Power Point presentations and reporting for specific clients.
- Produce Excel spreadsheets detailing placement units, average balances and dollars collected.
- Manage relationships and the overall client experience with existing partnerships.
- Cross train on Subrogation business to help assist the Account Coordination and Account Management teams in Portsmouth.
- Create, review and deliver various clients month end reports.
- Provide backup resources for the Norwood reception area.
- Participate in various problem solving and decision making activities requiring skills such as listening, speaking, reading, writing, analyzing, basic math, independent thinking, organization, prioritizing, planning and delegating.
- Complete special client projects upon request.
OTHER FUNCTIONS:
- Take on additional tasks as time allows and as assigned by management.
- Coachability: Being receptive to feedback, willing to learn, embracing continuous improvement and is receptive and responsive to change.
Qualifications:
- Basic math and written communication skills.
- Strong interpersonal and verbal communication skills.
- Ability to maintain a predictable and consistent fulltime work schedule.
EDUCATION REQUIREMENTS:
- High School Diploma or equivalent required, some college preferred.
This document is considered CCS Proprietary and Confidential.
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