[Remote] New Orders Specialist

Note: The job is a remote job and is open to candidates in USA. ForFutures Financial is a financial advisory practice of Ameriprise Financial Services LLC, dedicated to a people-first culture. The New Orders Specialist will handle inbound calls from customers, providing product recommendations, processing contracts, and ensuring excellent customer service.

Responsibilities

• Answer sales calls from inquiring buyers, sellers, existing customers, agents, brokers and title/escrow customers
• Make product recommendations based on client’s budget and unique home needs
• Upsell optional coverage and plans as appropriate by audience
• Troubleshoot inbound calls from existing customers (as indicated above) and redirect calls to proper departments as required
• Send email communication to potential customers and sales reps
• Process various contractual changes, such as renewals, new contracts, option ads, drops contract exclusions, cancellations and credit card updates
• Process and send Real Estate invoices as required
• Process seller’s coverage cancelation/Overcome cancelation requests
• Verify and update all homeowner contact information and ensure detailed documentation of customer or contact interaction
• Consistently perform compliant wrap-ups
• Maintain consistent knowledge of company (FA and Alliance) products, version updates, pricing, promotions and broker agreements
• Keep abreast of industry, contract coverage and limits, process and procedures

Skills

• High School Diploma or equivalent
• 1-3 years inbound call center sales experience
• Excellent customer service and sales skills
• Exceptional oral, written communication and listening skills
• Ability to clearly and effectively communicate to both external and internal customers
• Excellent organizational skills (Multi-tasking, prioritizing and follow up)
• Fundamental understanding and some practical experience of all of the facets of the Home warranty sales functions
• Ability to work under pressure and remain flexible to changing schedules and demands
• Ability to apply common sense, understanding and problem solving
• Working knowledge of Windows and Microsoft Office
• Knowledge of the real estate or mortgage industry helpful

Benefits

• Medical
• Dental
• Vision
• 401k
• PTO/paid sick leave
• Employee stock purchase plan

Company Overview