United States•Chicago
Remote
Entry Level
Full Time
22 days ago
order managementCRMticketing systemsdata entryadministrative support
Requirements
- •Strong interest in developing a career in order management, operations, or administrative support
- •Strong attention to detail with the ability to validate data accuracy across multiple systems and platforms
- •Proficiency with CRM and ticketing systems, with a track record of maintaining real-time, accurate records throughout the order lifecycle
- •Excellent written and verbal communication skills with the ability to manage multiple channels simultaneously (email, chat, phone)
- •Ability to work within defined SLAs and KPIs while maintaining high standards of quality and compliance
- •A dependable team player with a focus on following instructions and completing repetitive tasks with high precision
- •Comfort working cross-functionally with teams such as Commissions, Channel, and Operations
- •Strong troubleshooting and problem-solving skills to identify and resolve process or order-related issues
What You'll Do
- •Assist with daily order entry tasks to ensure all requests are logged accurately and timely
- •Use the ticketing system to manage incoming order requests, quotes, and communications
- •Process standard quotes and administrative documentation as requested by stakeholders
- •Validate order packages to ensure accuracy, legibility, completeness, and proper authorization prior to submission
- •Submit orders to the provider(s) and confirm successful acceptance
- •Communicate effectively via multiple channels (email, chat, AppDirect Office, and phone)
- •Maintain real-time updates in CRM and ticketing systems throughout the order lifecycle
- •Uphold compliance standards and complete all required training
- •Follow established protocols to report any data discrepancies or order issues to senior staff
- •Troubleshoot and resolve order issues or data discrepancies to ensure successful processing
- •Input and verify order data against standard reports to ensure basic alignment
- •Assist with building, mapping, and maintaining order tracking and reporting dashboards
- •Guide advisors through carrier portals, forms, and submission processes
- •Provide light post-activation assistance when necessary to ensure a smooth customer experience
- •Support cross-functional teams with general data entry or other operational needs as assigned
