Customer Service Representative

Rex Moore Electrical & Systems Contractors & Engineers; Sacramento (CA); On-site; USD 35,000 - 52,000; Full time

Job summary

Rex Moore Electrical & Systems Contractors & Engineers is seeking a Customer Service Representative to support the Service/Technical Services team. The role emphasizes answering calls, coordinating with technicians, and ensuring a positive client experience in a fast-paced environment.

The ideal candidate will possess strong computer skills and communication abilities, with a dependable, proactive attitude and the capacity to work with diverse personalities and management styles.

Qualifications

• Experience in customer-facing roles preferred.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks with prioritization.

Responsibilities

• Answer incoming phone calls for the Technical Services team and route as needed to optimize the client experience.
• Demonstrate issue management skills and prioritize tasks efficiently.
• Occasionally cover for team members who are out of the field or sick.
• Take initiative to address issues and plan a course of action to completion.
• Set up service orders for technicians and the sales team.
• Invoice service, testing, inspection, and monitoring orders and email invoices to clients.
• Complete contract forms, request insurance certificates, and process pre-liens as required.
• Coordinate with Corporate Collections to ensure timely invoice collections.
• Establish monitoring agreements and reconcile monthly TMS charges with accounts.
• Go the extra mile to learn and seize opportunities for self-improvement.
• Schedule and complete project start-ups and related paperwork.
• Coordinate RMI with UL certification, testing and inspection schedules.
• Arrange drop-offs and pickups for permit submittals and expedite processes.
• Manage fire alarm testing paperwork and file structures.

Skills

Customer service

Communication

Attention to detail

ERP software

Tools

Microsoft Dynamics

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

The Customer Service Representative is responsible for answering incoming calls for Service/Technical Services team and field accordingly to optimize the client experience. The ideal candidate will have the ability to work in a fast paced, customer centric environment that is committed to delivering superior service in a timely fashion.

Responsibilities Include, but are not limited to the following:

• Answer incoming phone calls for Technical Services team and field accordingly to ensure the client experience is optimized.
• Issue management skills and ability to prioritize tasks.
• Ability to fill in for the other team members when they are not available (i.e. sick or out in the field).
• Must be able to be a self-starter. Take the initiative when issues or tasks, normally performed by others (or not) present themselves, plan a course of action and see it through.
• Set up service orders for technicians, sales team.
• Invoice service, testing, inspection and monitoring orders and e-mail the invoices to appropriate client.
• Complete contract forms, request insurance certificates, and process pre-liens as required.
• Work with Corporate Collections Team to ensure the collections of invoices is timely.
• Establish monitoring agreements. Reconcile the monthly TMS charges to the established accounts.
• Must be able to go the extra mile and welcome challenges and opportunities to learn and/or better themselves.
• Schedule and complete project start-ups and all the paperwork that they entail.
• RMI coordination with UL certification, testing and inspection schedule.
• Drop off and pickup plans from local jurisdictions to expedite the permit submittal process.
• Manage fire alarm testing paperwork and file structure.

Qualifications

Must have:

• Good computer skills (Microsoft Dynamics, Microsoft Excel, Microsoft Work, Microsoft Outlook,)
• Good communication skills.
• Dependable, self-starter, good attitude, good work ethic, ability to work with many different personalities and management styles.
• Clean driving record.

Preferred:

• Technical Systems/Construction background, Enterprise Resource Planning (ERP) software.
• Problem solving

PM22