Customer Service Representative

Account Support Advisor

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We are looking to add a key member to our account support team!

No two days are the same for this role.As an account support advisor, you are responsible for managing a variety of incoming interactions to assist our customer base, including end user interactions, collections, and customer relations within granted authority levels.Some inbound inquiries may include tasks such as invoicing, taxation, agreement terms, updating account information, and payment terms.An account support advisor actively participates in the achievement of team and company goals.

Additional responsibilities include payment processing, transfer & assumptions as well as calculation and explanation of end of term options.An account support advisor would accurately respond to customer inquiries, complaints and requests while displaying a personable approach when handling each type of customer in a timely manner.For every interaction we encourage creativity and innovative thinking to provide a mutually beneficial solution.All account support advisors must follow and adhere to The GreatAmerica Principles and GreatAmerica Experience Standards.

As an account support advisor, you will:

• Inbound customer service interactions with the goal of one call resolution
• Ability to provide professional oral and written correspondence with all internal and external customers, as well as cross functional positions
• Consultative approach to identify appropriate solutions
• Understand the various types of agreements and the end of term process for each
• Consistently meets or exceeds daily core responsibilities
• Completion of basic team tasks
• Understand and abide by account security procedures for all interactions
• Effectively communicates with fellow ASA's to coordinate workflow and coverage needs

To be successful in this role you will need:

Education

• High school graduate or equivalent

Experience

• Customer service experience preferred

Computer Skills

• Microsoft Office Suite
• Salesforce experience is desired

Other requirements

• Detail oriented, ability to multi-task, decision making, collection skills, cross training, time management, accountability, high level of written and verbal communication skills & customer oriented, complaint resolution, resolution of mathematical errors

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial benefits

• Competitive compensation
• Monthly bonuses for eligible employees
• 401(k) and company match
• Annual profit sharing
• Paid time off

Health, wellbeing, and family planning benefits

• Paid vacation - starting at 80 hours annually for employees in their first year of service.
• Paid sick days - ten (10) per year with a conversion option for unused time.
• Ten (10) paid holidays per year
• Gym reimbursement
• Health insurance
• Dental insurance
• Vision insurance
• Short-term and long term disability
• Company paid life insurance
• Flexible spending accounts (FSA)
• Health savings accounts (HSA)
• Employee assistance program
• Parental leave

Education and career planning benefits

• Tuition assistance
• Networking opportunities
• Leadership development opportunities

Perks

• Paid parking
• Service awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role.