- Effectively communicating with all internal parties relating to working files in a timely manner.
- Developing a comprehensive understanding of the WFG Service Agreement
- Proofreading client information and agreed on terms before issuing Enrollment Agreements
- Assisting clients in signing our Enrollment Agreements through the electronic Docusign process.
- Assisting with initial payments and invoice-related inquiries
- Scrubbing each file's activity/chatter for pertinent information regarding agreement terms or client communication preferences
- Returning all client calls, texts, and emails promptly
- Continuously monitoring Contract Department reports and request queues
- Assisting with the Contract Department queue line
- Issuing Third-Party Authorization Forms
- Successfully managing assigned files in production
- Addressing and overcoming any client objections
- Performs other related duties as required
- Passion for helping others
- Excellent time management skills for prompt responses
- Strong problem-solving and critical thinking skills.
- Comprehensive understanding of Salesforce
- Ability to adapt to the needs and changes of the department
- Excellent communicator, written and verbal
- Ability to be flexible and adaptable
- 2 years of Salesforce (or other CRM) experience preferred
- 1 year of communications/customer service experience in an office setting
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contract specialist - Franklin, TN, US, United States - Wesley Group
Description
Title: Contract Specialist (Friday to Monday 9 a.m. - 7 p.m.)
Department: Contract Department | Sales Support
Reports To: Sales Director
Job Summary:
A Contract Specialist plays a vital role in the sales division at Wesley Financial Group. A successful candidate will need to be able to work well under pressure, possess a keen eye for detail, and have excellent time management. The CS will assist timeshare owners with a seamless transition into becoming Wesley Financial Group clients. This is a fast-paced position that will require multitasking. Responsibilities include calling and following up with prospective clients, sending agreements through Docusign, signature assistance, taking payment, scheduling calls, and answering questions about the WFG Enrollment Agreement (contract).
Responsibilities include:
Required Skills/Abilities:
Experience:
Schedule: Friday to Monday 9 a.m. - 7 p.m.
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