As a Sales Account Coordinator, You'll Be The Friendly Voice That Homeowners Hear When They Inquire About Our Products Or Check On Their Applications. Your Role Is Crucial In Creating a Positive First Impression At Point. Here's What You Can Expect:
Engage with Prospects: Make 300+ outbound calls daily to warm leads and schedule calls for interested homeowners to connect with Account Management.
Field Inquiries: Respond promptly to inbound calls, chats, texts, and other communications from customers.
Educate Homeowners: Clearly explain Point's products, application processes, and pricing to prospective clients.
Support Customers: Address questions, concerns, and feedback while providing updates on application statuses and underwriting requests.
Collaborate: Work with other team members to create workflows, SOPs, and training materials to enhance efficiency.
Facilitate Training: Help onboard new hires by being a point of contact during shadowing sessions.
Data Management: Maintain accurate records for team dashboards and audit Account Manager calls as a QA backup.
You Are
Communicative: You effectively convey Point's mission and products with professionalism and clarity.
Creative Thinker: You approach challenges with innovative solutions, even when there isn't a clear playbook.
Empathetic: You understand homeowners perspectives and take pride in delivering memorable experiences.
Self-Starter: You proactively manage your workload and thrive in dynamic environments.
Adaptable: You quickly grasp new processes and enjoy contributing to business growth through new initiatives.
Team Player: You maintain high-quality work standards in a fast-paced environment, bringing energy and positivity to your team.
You Should Have
Required:
2+ years of customer service experience in financial services
Bachelor's degree in business or a related field
Strong written and verbal communication skills
Proficiency in Google Suite, Slack, and Salesforce
