Customer Service Representative
Company: Summit Companies
Location: Concord
Posted on: May 28, 2023
Job Description:
JOB SUMMARY:
The purpose of the Customer Service Representative position is to
provide administrative and general office support and organization
to the branch. This is performed through various tasks including
being the first point of contact when internal and external
customers who enter our facility.
ESSENTIAL JOB DUTIES:
- Provide customer service to all internal and external customers
starting with proper greeting whether by phone, e-mail or in person
- Welcome and greet all visitors, determine their needs, and direct
them to the correct department(s) and/or person(s). Disperse all
faxes.
- Work with the Billing department, Accounting, and other
front-end Administration to communicate COD accounts, on-hold
accounts, and other pertinent information internally as well as to
the field personnel.
- Assist Human Resources for onsite protocol including sending
payroll prior to deadline each pay cycle with correct information.
Any errors must be communicated without delay, as assigned. Prepare
in advance New Hire materials, as assigned. Return copies of Human
Resources documentation following orientation (orientation is
provided by Human Resources).
- Correctly utilize assigned organization systems to include
assisting team members with functionality, acting as the local
SME.
- Process Certificates of Insurance (COI) as requested by
customers, process additionally insured requests per company
policies and procedures.
- Process all incoming and outgoing mail: prepare ground mail and
UPS for pick up, receive, and appropriately distribute mail.
- Track and order office supplies, sending order requests to
Corporate for approval and processing, as appropriate.
- Process customer payments, as appropriate.
- Preform collection responsibilities, as assigned.
- Maintain office cleanliness. Scheduling Responsibilities (as
assigned):
- Process daily the open work order reports and coordinate
technicians' schedules; schedule technicians to maximize the full
shift.
- Manage master schedule including all technicians' schedules and
work order for immediate review by direct supervisor and
leadership.
- Leverage future scheduling with Accounts Receivable concerns
concerning past due accounts.
- Resolve any scheduling conflicts including verifying and/or
update account details, as needed.
- Other duties may be assigned. QUALIFICATIONS
The qualifications listed below are representative of the elements
required to perform the job successfully, however in some cases, an
equivalent combination of Education, Training, Certifications and
Experience may meet the job qualifications.
Education, Training, Certifications:
- High School Diploma or GED, required Experience, Knowledge,
Skill Requirements:
- 2 years customer service
- 2 years of professional computer
- 1 year front desk experience
- 1 year scheduling experience, preferred: a general knowledge of
local zip codes, and geographic breakdown of the area for
appropriate scheduling (as relevant). Communication Skills:
- Must have the ability to effectively read, write and
communicate in English with employees and customers. Systems and
Software Skills:
- Ability to operate a computer and advanced Microsoft Office
(Excel, Word, Outlook) experience required. Other Qualifications:
- Valid driver's license with acceptable driving record
required.
- Must be able to comply with SFS's Drug and Alcohol policy and
Background screening requirements, which may also include customer
specific requirements based on contractual agreement
PHYSICAL & WORK ENVIROMENT REQUIREMENTS
Reasonable accommodations may be made to enable individuals with
disabilities to perform Essential Job Duties.
Physical Requirements:
While performing the duties of this job, the employee is required
to sit for long periods. Employee will occasionally be required to
bend, kneel, balance, lift Work Environment:
Employee will consistently be required to work indoors in an office
setting, work alone and with others. Office setting are mild to
moderate temperatures.
We are fully committed to equal opportunities for employment to all
individuals regardless of race, national origin, gender, religion,
sexual orientation, disability, familial status, and any other
classification protected under the law. We are an Equal
Opportunity, Affirmative Action employer.
Keywords: Summit Companies, Charlotte , Customer Service Representative, Hospitality & Tourism , Concord, North Carolina
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