This site uses cookies. To find out more, see our Cookies Policy

Underwriting Associate in Charlotte, NC at CPI Security

Date Posted: 2/5/2018

Job Snapshot

  • Employee Type:
  • Location:
    Charlotte, NC
  • Job Type:
  • Experience:
    At least 2 year(s)
  • Date Posted:

Job Description

CPI Security is one of the most successful residential and business security companies in the Southeast and employs over 600 people in multiple locations. Currently ranked in the top 15th in the nation, the Company’s continued growth is due, in part, to a corporate culture dedicated to superior customer service, cutting-edge technology and community involvement.
CPI Security fosters a positive work environment that encourages everyone to strive to be the best. If you are confident in your abilities and take pride in your achievements, step up and identify yourself! We are currently recruiting for an Underwriting Associate.
The primary responsibilities of an Underwriting Associate are to:
  • Facilitate the boarding of new and re-signed customer accounts in the CPI database
  • Ensure that CPI company policies are maintained and consistently executed as they relate to underwriting, job building, job scheduling, job billing and data monitoring procedures and processes
  • Maintain a high level of accuracy and efficiency in the processing of data within monitoring systems to meet departmental goals and requirements  
  • Receive inbound calls from CPI Security Consultants in order to input and process data for new and re-signed sales orders in a fashion that ensures that job-specific and general account builds are highly accurate
  • Possess a complete understanding of all internal CPI policies and consistently apply in the analysis and judgment of all approval/denials of assigned sales
  • Receive inbound calls from CPI Installation Technicians in order to process and verify all components of installation requisition and ensure billing accuracy
  • Conduct outbound calls to CPI customers to verify monitoring data
  • Process underwriting and data entry work queues within strict and urgent deadlines
  • Possess working knowledge of all part, pricing and discount information and effectively apply to handling of all internal and external inquiries
  • Provide supplemental customer support regarding internal policies and procedures as they relate to customer contracts
  • Perform document scanning, sorting, and filing as needed

Job Requirements

  • Up to two years of previous underwriting experience preferred
  • Previous call center experience preferred
  • High school diploma required, some college preferred
  • Have ability to develop and maintain a high level understanding of all policies, procedures and protocol regarding the job building, job scheduling, job billing and underwriting processes
  • Ability and willingness to perform at a high level of competency and accuracy to meet or exceed departmental standards while upholding the best interests of the customer and the company
  • Must be self-motivated and able to take initiative to complete work in a highly accurate manner, within established timelines, guidelines and standards
  • Willingness to submit to a background test and drug screen


  1. Sales Jobs
  2. Customer Service Jobs