What are the responsibilities and job description for the BBI COORDINATOR position at Summit Management Group, Inc.?
Job Overview
The BBI Coordinator interacts with customers in good account standing to provide an opportunity to take advantage of our program. This role is responsible for meeting their monthly sales goal while delivering exceptional customer service. The BBI Coordinator plays a critical role in contract management, customer communication, and negotiation.
TASK
· Confer with customers by telephone, email, and other means to provide information about services and complete contracts.
· Check to ensure that appropriate changes were made to have current, up-to-date information.
· Keep records of customer interactions or transactions, recording details of inquiries and/or comments, as well as actions taken.
· Complete contract forms, and update accounts using computer.
· Determine charges for services requested, collect deposits or payments, or arrange for billing.
· Contact customers to respond to inquiries and promote BBI program.
· Solicit sales of new or additional services to meet monthly sales goals.
WORK ACTIVITIES
· Prepare, review, and process contracts and related documentation to ensure accuracy, completeness, and compliance with company policies
· Communicate effectively with customers and external parties
· Establish and maintain positive interpersonal relationships
· Gather, process, and evaluate information to make informed decisions
· Overcome objections while maintaining customer satisfaction
· Organize, plan, and prioritize work to meet deadlines and performance goals
· Collect deposits, payments, or fees and execute sales or financial transactions
· Promote company services and programs
· Respond to customer problems or complaints in a professional and timely manner
· Provide notifications and follow-up communication to customers
SKILLS
· Active listening and strong interpersonal skills
· Professional verbal and written communication
· Reading comprehension of contracts and work-related documents
· Critical thinking and problem-solving abilities
· Active learning and adaptability to new information and processes
· Self-motivated with the ability to work independently
· Strong negotiation and conflict resolution skills
· Excellent attention to detail and organizational skills
· Effective time management and task prioritization
KNOWLEDGE
· Customer service and sales principles
· English language proficiency
· Clerical and administrative experience
· Basic mathematics skills
· Proficiency in computers and electronics
· Experience with Microsoft Office and Google Sheets; ability to learn internal systems
· Sales or telemarketing experience preferred
Physical Demands
- Regular sitting with occasional standing, walking, stooping, kneeling, or crouching
- Repetitive hand and arm movements associated with computer and telephone use
This position offers an opportunity to be an integral part of a dynamic team dedicated to excellence in office administration. The ideal candidate will bring professionalism, efficiency, and a proactive approach to their work.
Expected hours: 40.0 per week
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Are you willing and can pass a pre-employment physical to include drug screening?
Experience:
- Clerical: 1 year (Preferred)
- Telemarketing: 1 year (Preferred)
Work Location: In person