Account Support Advisor I - PSG

greatamerica; Cedar Rapids (IA); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Hybrid work arrangements

Paid Parking

Service Awards

Business casual environment

Great culture including you as asset

Job summary

GreatAmerica is seeking an Account Support Advisor to manage inbound customer interactions, including invoicing, payments, and account updates across the U.S. You will explain terms, assist with end-of-term options, and provide clear, timely communication to customers and internal teams.

The role emphasizes a consultative approach, accuracy, and teamwork, with a focus on delivering solutions within policy. A hybrid work arrangement is available along with a strong rewards culture.

Qualifications

• Customer service experience preferred.
• Strong written and verbal communication skills.
• Ability to multi-task and handle multiple inquiries.
• Detail oriented with accurate data entry and follow-through.

Responsibilities

• Handle inbound customer service interactions aiming for one-call resolution.
• Provide professional written and oral correspondence with customers and internal teams.
• Explain terms of agreements, end-of-term options, and payment terms.
• Process payments, transfers, and basic account updates within policy.
• Support team goals and maintain security procedures for interactions.

Skills

Customer Service

Written & Verbal Communication

Time Management

Attention to Detail

Education

High School diploma

Tools

Microsoft Office Suite

Salesforce

Job description

GreatAmerica 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 have also recently become a bank!

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
• Paid Sick Days
• Paid Holidays
• 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!

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.