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Credit Specialist- SeaFax

Alliant Insurance Services
🇺🇸 United States
On-site
3 months ago


SUMMARY

 

Primary responsibility for writing new business reports and processing customer credit applications. Provide answers to customer inquiries on new, out-of-date and in-date credit report files. All work follows the guidance and procedures as directed.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Gather, update, and analyze business data as required by policy manual.

Recommend a credit advisement/limit based on information obtained while processing the credit application or new business report.

Remain knowledgeable of current events and how they impact our customer’s business.

Provide professional assistance to both Information and Service clients.

Maintain confidentiality and security of company and client information.

Manage a consistent flow of work as directed to ensure customer satisfaction.

Daily check-ins with clients as to the status of their reports.

Quality assurance standards are applied to all credit reports published.

Assist with daily search for newswire stories as well as writing the stories on an as needed basis.

Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

 

 

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

 

Bachelor's Degree

 

One (1) or more years of related work experience

 

 

SKILLS

Strong analytical and problem solving skills

Proven skills in time management, multi-tasking and meeting deadlines

Excellent customer service skills, including telephone and listening skills

Ability to pay close attention to detail

Ability to maintain a positive attitude in challenging interactions

Ability to work within a team and to foster teamwork




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Credit Specialist- SeaFax · Alliant Insurance Services

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