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Portfolio Specialist
Ref No.: 18-03507
Location: Center Valley, Pennsylvania
Position Type:Contract
Shift:First
Job Category:Admin/Secretarial
Benefits:Medical Insurance
Portfolio Specialist: Service Contract Administrator Function

This is a 5 month contract role. Rate of pay $18.00/hour. 


Primary contact for Service Contract related issues for the sales force, field service engineering and customer service representatives for areas consisting of doctors offices, ASCS, individual hospitals and/or IDNs, GPOs, or other large health networks.

Responsibilities:
  • Successfully explain Service Contract product offerings to internal or external customers.
  • Coordinate documentation needed to execute contracts, and organize documents in contract folders.
  • Prepare customer letters, include letters with executed contracts, and mail contracts to customers.
  • Develop Equipment Service Agreement pricing based on established tools, customer repair history analysis and mathematical calculations.
  • Strategize with Sales Representatives, to determine best approach to prepare and deliver renewal documents for contracts that are due to expire.
  • When necessary, create quote extensions to bridge renewal gap for contracts that require customer negotiations beyond ninety days.
  • Evaluate and recommend opportunities to increase contract profitability by reviewing customers inventory and identifying items that could potentially be added to contracts.
  • Proactively prepare addendums to add newly sold equipment to existing service contracts.
  • Coordinate the execution of the addendums with sales force.
  • Maintain service contract leads in CRM by uploading Contract and Addendum quotes.
  • Work closely with sales force to prepare and deliver renewal documents for contracts that are due to expire.
  • Verify Customer OnSite Loaner entitlement, prepare all required documentations, process and coordinate requests, using SAP to ensure equipment is being recorded properly.
  • Effectively multitask and prioritize work based on the needs of the sales force, customer and departmental requirements.
  • Maintain communication with the Leverage Contracts and Olympus Financial Services, to ensure efficient and accurate management of service contracts that are associated with these agreements.
  • Review contract terms and conditions to determine if changes have been made to the standard template.
  • Work with Team Lead and/or supervisors to obtain legal review, and tracking sheets for altered terms and conditions.
  • Analyze and reconcile billing discrepancies.
  • Manage contract documents distribution and retention, utilizing DocView, Right Fax Server, Louts Notes Databases.
  • Perform analysis of customers repair history to project profitability of a Service Contract.
  • Run various reports and use the data to validate and analyze details related to service quotes and equipment ownership.
  • Perform other related duties as assigned.

Qualifications:
  • Strong working knowledge of Microsoft Office products, specifically Excel.
  • Demonstrated written and oral skills.
  • Aptitude for details, administrative work and a self-starter.
  • Associates degree (Bachelor degree preferred) in Accounting, or Business Administration, or equivalent knowledge required.
  • Two to three years prior experience in contract administration preferred.
  • Strong working knowledge of Microsoft Office products, specifically Excel.
  • Demonstrated written and oral skills.
  • Aptitude for details, administrative work and a self-starter.
  • Understanding of financial reporting in a corporate setting is desired.