RM Associate
Job Description
GENERAL DUTIES & RESPONSIBILITIES
• Responds to general inquiries by internal and external customers.
• Processes all equipment orders.
• Processes all rate and limit requests.
• Prepares all incoming agreements for management and maintains files.
• Follows-up with account executive on missing contracts and/or other missing documentation.
• Provides administrative support for sales team.
• Prepares sales reports for review by account executives and sales management.
• Reviews implementation profiles for accuracy, orders requested reports and sends out starter kits.
• Maintains marketing and sales supplies.
• Develops/maintains process documentation for each assigned task.
• Assists in special projects.
• Interfaces with internal customer service on customer inquiries.
• Other related duties assigned as needed.
EDUCATION REQUIREMENTS
High school diploma or GED
GENERAL KNOWLEDGE, SKILLS & ABILITIES
• Proficient in the use of basic office equipment and tools as well as applications specific to the sales function
• Skill in data entry
• Strong customer service skills
• Works well in an environment with firm deadlines; results oriented
• Ability to multi-task and adjust schedules to meet deadlines
• Ability to work in an organized manner
• Ability to maintain confidentiality
• Ability to communicate effectively verbally and in writing
• Team skills, including the ability to establish and maintain effective working relationships with employees, clients and public
FIS JOB LEVEL DESCRIPTION
Developing professional role. Applies basic skills and may develop advanced skills using tools and equipment appropriate for job or specialization. Duties and tasks are standardized. Resolves routine questions and problems, and refers more complex issues to higher levels. Works under close to moderate supervision and follows standard procedures and written instructions to accomplish assigned tasks. Clerical type work including filing, mailing, etc. Consults with senior peers on non-complex processes to learn through experience.