Annual Service Agreements Agent - Orlando, FL

Position Title: Annual Service Agreements Agent - Orlando, FL

Position Summary

The Annual Service Agreements Agent is responsible for communicating the benefits of Acorns Annual Service Agreements to current owners

Essential Functions

• Contact assigned customers and maintains follow-up to present the benefits of Acorns Annual Service Agreements
• Record brief notes of every customer contact
• Record the disposition of each client
• Record the purchase of annual service agreements in the client’s file.
• Record the payment received in the client file, ensure a zero balance.
• Collects credit card or check payment via phone
• Discloses plan limitations accordingly
• Creates support tickets when service is required
• Achieve sales goals and maintain KPI's as directed by management
• Observes all health/safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.
• Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
  
  

Skills

• Must be comfortable using Microsoft Windows and have proficient keyboarding skills.
• Ability to effectively present information and respond to questions from clients
• Ability to calculate figures and amounts such as discounts
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  
  

ATTRIBUTES

• Capacity for listening, dealing with confrontation, and overcoming objections.
• Should possess good reading skills and have a clear speaking voice
• Customer-centric mentality
• Excellent verbal and written communication skills
• Works with the team; contributes to positive team environment; welcomes feedback.
• Approaches others in a tactful manner; reacts well under pressure; Accepts and adapts to frequent change
• Works with integrity and ethically; supports organization’s culture, goals, and values
• Adheres to work schedule
  
  

Education/ Experience

High school diploma or general education degree (GED); and one to three years related experience and/or training; or equivalent combination of education and experience.

Physical Requirements

Must occasionally lift and/or move up to 10 pounds

Regularly required to sit, speak, and listen; occasionally required to stand.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

The noise level in the work environment is usually moderate

NOTE: This job description is not intended to be all-inclusive.