Job Description
- Collaborate with prospects, sales representatives, and sales managers to ensure applications are completed, signed, and comply with our compliance and risk protocols.
- Resolve client concerns and deescalate frustrations related to the application process.
- Gather and compile all necessary prospect information to effectively represent them to risk and underwriting teams.
- Use discretion to address objections, deciding when to challenge internal teams versus requesting additional information from clients.
- Understand BILL’s underwriting methods and help determine the best fit for each applicant.
- Facilitate the risk and underwriting processes by understanding the industries we serve and employing creative problem-solving to successfully assist in completing applications.
- Meet and collaborate with sales representatives to set strategic goals that ensure quota t...
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