The Account Executive role entails providing exceptional customer service by adhering to company compliance policies and SOPs, meticulously documenting conversations, managing calls and pipelines efficiently, analyzing data to quote annuitants and identify opportunities, demonstrating strong interpersonal skills through effective communication and participation in team activities, and maintaining adaptability and quality management in response to changing environments and feedback from supervisors.
Responsibilities
- Adhere to company's compliance policy and Standard Operating Procedures (SOPs) in all interactions.
- Leave detailed notes for every conversation with clients or stakeholders.
- Manage call duration effectively by maintaining average talk time per call.
- Ensure efficient wrap-up of each call within the average wrap-up time.
- Properly disposition all calls in the CRM system.
- Meet or exceed expected funded deal volume by actively managing pipelines.
- Follow up promptly on active deals to ensure progress and closure.
- Respond promptly to inquiries from other departments regarding necessary documents.
- Quote annuitants accurately and offer various options based on analysis.
- Navigate the company's Customer Relationship Management (CRM) system proficiently to identify opportunities.
- Solicit and accept feedback from team members regarding areas of improvement.
- Communicate effectively, timely, and professionally with all departments.
- Participate actively in team-building activities and initiatives to foster collaboration and cohesion.
- Handle unexpected events or changes in the work environment with composure and effectiveness.
- Accept feedback from supervisors on adaptability in challenging circumstances and adjust accordingly.
- Adhere rigorously to company's quality standards in all tasks and interactions.
- Consistently deliver high-quality work as assessed through quality control measures and feedback mechanisms.
Qualifications
- Bachelor's degree 2-3 years of business experience
- Proficient in maintaining adherence to company compliance policies and SOPs.
- Excellent verbal and written communication skills
- Ability to leave detailed and accurate notes for every conversation.
- Demonstrated ability to manage calls effectively.
- Proficiency in navigating through CRM systems to identify opportunities and manage data effectively.
- 2+ years of experience in a similar customer-facing role, preferably in finance or related industry.
- Proven track record of managing calls and pipelines efficiently, meeting, or exceeding targets.
- Bilingual- a plus
