Customer Service Appointment Scheduler Windows Doors

FIRST IMPRESSION DOORS & MORE INC; West Palm Beach (FL); On-site; USD 36,000 - 52,000; Full time

Job summary

First Impression Doors & More is seeking an experienced, highly organized Customer Service / Appointment Scheduler to join our team. The role involves handling inbound calls, scheduling sales consultations, and coordinating service calls for existing customers.

The ideal candidate excels in professional telephone communication, follows up diligently, and can manage multiple appointments with HOA and insurance documentation requirements. This is a full-time position with competitive compensation.

Qualifications

• Excellent communication skills and professional telephone manner.
• Strong organizational and multitasking abilities.
• Experience coordinating multiple appointments and service requests.
• Experience with HOAs, property managers, and insurance documentation preferred.

Responsibilities

• Answer inbound calls from customers interested in windows and doors.
• Schedule and confirm appointments for sales consultations.
• Schedule and coordinate service calls for existing customers.
• Communicate with customers regarding scheduling and updates.
• Follow up promptly with prospective customers and unscheduled leads.
• Obtain COIs and other HOA insurance documentation as required.
• Coordinate with HOAs and property managers to obtain documentation.
• Enter and update customer information in the CRM.
• Maintain organized records and follow up on outstanding items.
• Coordinate with sales, production, installation, and service teams.

Skills

Customer service

Phone etiquette

Scheduling coordination

CRM software

Follow-up

Interpersonal communication

Tools

CRM software

Scheduling software

Job description

First Impression Doors & More is seeking an experienced, highly organized Customer Service / Appointment Scheduler to join our team.

This is a fast-paced position requiring excellent communication skills, strong follow-up, and the ability to coordinate both sales appointments and customer service calls.

Responsibilities

• Answer inbound calls from customers interested in windows and doors


• Schedule and confirm appointments for sales consultations


• Schedule and coordinate service calls for existing customers


• Communicate with customers regarding service scheduling and appointment updates


• Follow up promptly with prospective customers and unscheduled leads


• Obtain and provide Certificates of Insurance (COIs) and other insurance documentation required by HOAs and property management companies


• Coordinate with HOAs and property managers when necessary to obtain required documentation


• Accurately enter and update customer information in our CRM


• Maintain organized records and follow up on outstanding items


• Communicate effectively with our sales, production, installation, and service teams

Qualifications

• Prior home improvement experience strongly preferred


• Window and door industry experience is a major plus


• Must be extremely articulate and professional on the telephone


• Excellent customer service and communication skills


• Strong organizational and multitasking abilities


• Must be comfortable coordinating multiple appointments and service requests


• Experience working with HOAs, property managers, and insurance documentation is preferred


• Strong computer skills and ability to work with CRM and scheduling software


• Excellent follow-through is essential


• Dependable, motivated, and detail-oriented

What We’re Looking For

We need someone who understands that customer service doesn’t end after the sale. The right person will take ownership of customer requests, stay on top of service scheduling and documentation, and make sure customers receive timely communication and follow-up.

Full-time position with competitive compensation.

If you’re organized, articulate, experienced in home improvement, and excellent at keeping customers and schedules on track, we want to hear from you.