Compensation: $50,000/yr

• Works with the customer to identify product or service related issues and/or opportunities by clarifying the customer's needs. Works as the critical integration point between the customer and all functional areas within Quarles to identify the best go forward solution to a need or a resolution to solve the problem, expediting correction or adjustment, following up to ensure successful implementation and resolution.

• The point person with the objective of minimizing call transfers or callbacks in order to provide a one-call solution. Utilizes all available resources to resolve and respond to the customer’s needs.

• Maintains customer records by updating account information and recording all interactions with the caller, in the appropriate system (Salesforce), in order to document the history of communication with the customer.

• Communicates any credit issues and account status to the authorized caller if it is impacting the customer’s ability to purchase. Transfer to the Credit/Receivables department based on established guidelines.

• Proactively monitors assigned accounts and evaluates usage and potential opportunities for increased volume. Reach out to customers to consult on any possible modifications to current offering and suggest optional offerings based on customer need.

• Identify accounts with pending card renewal / expiration dates and provides consultation to ensure accuracy of vehicle and driver lists; allowing time for modifications prior to auto-mail.

• Qualifying customers to identify sales opportunities for QP products and services.

• Lead sharing among other Quarles business units in a timely manner.

• Documenting notes and capturing key information in Salesforce: (business name, contact, address, vehicle estimates and current provider). Information to be utilized for timely follow up and ultimate closing.

• Communicating effectively with internal business partners, supported by a Service Level Agreement, process and plan.

• Escalating any issues to Quarles Management, as warranted.

• Build strong relationships and foster new growth opportunities with existing accounts.

• Follow up on all customer requests and inquiries within 24 hours of receipt.

• Record disposition of this follow

• Ensure established retention targets are met on a monthly, quarterly and annual basis.

• Phone Skills, Consultative Selling Skills, Presentation Skills, Results Driven, Professionalism, Organization, Project Management and Ability to Network
• Comprehensive understanding of Quarles information systems PDI and ADDS.
• High school diploma or general education degree (GED) required; Bachelor’s degree preferred. Three years of account management or customer service experience. Strong work ethic and customer service skills. Excellent organizational and communication skills.
• Bi-lingual (Spanish) is a plus

Equal Opportunity Employer
GPM Investments, LLC is an equal opportunity employer and does not discriminate in employment and personnel practices on the basis of race, sex, age, disability, religion, national origin, sexual orientation or any other basis prohibited by applicable law. Unlawful discrimination will not be a factor in any employment decision.

This Organization Participates in E-Verify

https://gpminvestments.com/wp-content/uploads/2023/09/federal-e-verify-participation-poster-es.pdf.pdf

GPM Investments, LLC maintains a drug-free workplace