Responsibilities: - Responsible for working directly with customers, vendors, and corporate employees to structure front-end deals to facilitate administrative requirementsÂ
- Engage with sales to ensure proper account management
- Create and maintain accurate and complete lease filesÂ
- Prepare and process lease documentation, understanding Insight’s contract terms and conditions
- Order placement with outside vendors and invoice reconciliation
- Have basic knowledge of fitness equipment
- Follow-up on outstanding documentation and negotiate closureÂ
- Intervene, with assistance, to research and resolve customer and interdepartmental issuesÂ
- Responsible for providing customer service to Insight's customers and vendorsÂ
- Have a basic understanding of Insight Investments’ system applications
- Equipment entry into front-end leasing systemÂ
- Knowledge and understanding of Insight’s equipment coding matrix
- Process documents for bank line advance and vendor payments
- Update internal logs regularly to keep track of the funds neededÂ
- Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCC’s, trouble shootingÂ
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Qualifications: - 1-2 years equipment leasing experienceÂ
- Moderate proficiency with MS Word, MS ExcelÂ
- Knowledge of Lease Wave, MS SharePoint and SSRS Reports would be a plus
- Ability to run financial calculations
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Skills: - Strong verbal and written interpersonal and communication skills with the ability to provide superior customer service and maintain cooperative working relationshipsÂ
- Appreciable organizational and time management skills with the ability to multi-task and work autonomously or with a teamÂ
- Meticulous attention to detailÂ
- Ability to communicate effectively on a one-on-one basis or in group settingÂ
- Capable of exercising strict confidentialityÂ
- Excellent presentation skills during telephone calls and customer visitsÂ
- Must be comfortable working in a fast-paced environment, with the ability to manage and meet firm deadlines
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Education: - Bachelors degree or equivalent work experience is preferred
Insight Investments, Corp is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification. |