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Fulfillment Coordinator

Company: Bankers Financial
Location: Saint Petersburg
Posted on: May 16, 2022

Job Description:

Job DescriptionSummary/ObjectiveTo provide the agents with the necessary supplies by performing the following: Replacing approximately 15,000 powers monthly to our agents in a timely manner. Lifting (10-20) pound packages to restock the supply room, and/or deliver a package to the mail bin. Review the agency status and agency warning to ensure powers are accurately replaced. Answer incoming calls, filing supply order requests, scanning and linking documents in the Image now system and follow up on unsigned receipt of powers. Manage the storage processing for later retrieval of documents.Essential Functions

  • Check the agent's status and the system warnings prior to sending replacement powers to determine if there are any exceptions.
  • Accurately manage the agent's inventory to verify the number of powers to replenish, per denomination. Advance and overnight powers as instructed by management.
  • Process and send out initial inventories for new agents.
  • Maintain the incoming receipt of powers through (Fax/portal) to ensure the agent received the delivered powers.
  • Fill supply orders upon receipt of request.
  • Process and send out initial supplies and startup folder for new agents.
  • Organize and maintain the powers and supplies stored within in the storage room.
  • Label and log the outgoing Stevens and Stevens's storage boxes.
  • Archive documents in the Image now system. Link the following imaged documents: execution reports, discharges and misc. agency information. Compare FedEx next day/two day mailing fees to mitigate cost for FedEx mail outs.
  • Provide customer service regarding replacement powers, supply orders and FedEx tracking numbers on next day packages.
  • Run powers to replenish report weekly, follow-up on unsigned receipt of powers, and gather supporting documentation for research on missing and expired powers.Required Education and Experience
    • This position requires a High school diploma/GEDPreferred Education and Experience
      • 1-2 years of office and computer skills, and proficiency with Alpha and 10 key processing.
      • Customer service related experience.
      • Possesses the ability to plan effectivity, stay organized, and handle multiple priorities while working independently. The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Keywords: Bankers Financial, St. Petersburg , Fulfillment Coordinator, Other , Saint Petersburg, Florida

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