Type: Contract to Hire
Job Description:
- Responsible for evaluating and loading new accounts into the company’s computer system.
- Responsible for accurately entering customer data into the centralized maintenance system.
- Maintains customer information changes.
- Updates CRM system with new and existing account information.
- Updates licensing for all accounts.
- Scans and categorizes documentation into a scanning system.
- Releases orders from license hold.
- Performs related duties as assigned.
- Familiarity with Windows-based word processing and spreadsheet software (Microsoft Office)
- Ability to accurately interpret contract data
- Ability to communicate effectively both orally and in writing Strong interpersonal skills Strong organizational skills; attention to detail
- Ability to implement processes resulting in satisfactory audit practice.
Responsibilities:
- Setting up new accounts/new items
- Reviewing paperwork for completeness
- Checking for existing accounts and sharing with sister companies, as necessary
- Attaching Price Books; setting up contract pricing or discount pricing groups
- Create, update, expire price books for New and/or Existing customers
- Updating account maintenance manual for all price book/pricing changes
- Adding features to new & existing accounts
- Saving documents into the DMS system
- Reviewing data for errors before migration into the system
- Updating Expired Licenses
- Providing customer audit information
- Performs related duties as assigned.
Top 5 Qualifications
1. Must have the ability to type fast and enter data accurately.
2. Must have a keen eye for audits and attention to detail. THIS IS A MUST!!!!!!
3. Must be able to be trained to use a ASW & BAAN (Ming.Le) systems. Ming.Le experience is highly encouraged. Any ERP experience is also Preferred.
4. Insurance background experience is a good fit for this role, involving deadlines, documents, and following strict procedures.
5. Must have a good understanding of how to use a computer.
Experience and Educational Requirements:
A general educational knowledge normally acquired through a high school diploma or a General Equivalency Diploma (GED). Normally requires two (2) to three (3) years data maintenance experience or experience in a related field.
Minimum skills , Knowledge and Ability Requirements:
- Requires the ability to communicate with internal and/or external customers in order to obtain and/or provide basic types of factual information.
- Requires proficiency of Microsoft Office products (Excel, Word, and Outlook) in order to create standardized spreadsheets, reports or graphics.
- Requires strong attention to detail and accuracy in data entry.
- Must be able to perform independently and meet expected production needs.
All your information will be kept confidential according to EEO guidelines.