Customer Service Administrator

Customer Service Administrator

The Customer Service Administrator is responsible for supporting the Local Branch, its Service Operations, and Sales Teams. They will work closely with Sales Representatives and field personnel. Tasks or support requested will include, but not be limited to, assisting with preparing bid proposals for new and existing customers and following up with open proposals. The Customer Service administrator will also complete project delivery binders, support the maintenance contract renewal process, and perform specific administrative tasks related to customer support.

• Learn and understand the COINS TI System.

• Manage Presale Report.

• Process daily Additional Work Reports.

• Generate small quotes/proposals accordingly

• Attend all maintenance contract renewal meetings

• Support the preparation of bid temps and proposals related to maintenance contracts

• Communicate with sales account managers regarding renewals being addressed

• Review, Approve, and Update Equipment Files in the COINS TI System.

• Communicate with vendors as needed to gather costs for services that need to be quoted

• Amend, adjust, change scopes, bid temps, presentation documents, etc. as required or requested.

• Prepare booking packages for work quoted and sold by CSR or as requested by management

• Present new technology and enhanced PM services when presented with an opportunity

• Report all findings, customer opinions, pictures, and results to company leadership

• Maintain constant communication with the Branch, Service, or Salesperson being supported.

• Attend and participate in sales and operational meetings

• Build a rapport with new and existing customers to maintain positive relationships and trust.

• Assist with dispatch activities as needed for additional coverage.

• Perform other tasks as assigned.

• High School Diploma or equivalent experience

• 2+ years' experience in customer service

• Experience in HVAC is preferred

• Strong customer presentation skills and a demonstrated sales aptitude

• Strong computer skills using MS Office required.

• Competitive nature

• Reliable, self-driven, organized, articulate, and goal-oriented.

• Excellent problem-solving skills

• Ability to communicate clearly, manage time effectively, multi-task, & prioritize.

• Able to identify different types of customer personalities and adapt/respond accordingly

Compensation Range: $27 - $29 per hour

We are committed to providing employees a comprehensive benefits package which includes medical, dental, and vision coverage, along with health savings and flexible spending accounts, life insurance, disability, a 401(k) Savings Plan, College Coach and employee assistance program.