Customer Service Representative

Rex-Moore-Group,-Inc; Sacramento (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Rex-Moore-Group, Inc. is seeking a Customer Service Representative to join the Service/Technical Services team.

The role centers on answering incoming calls, prioritizing issues, and coordinating with technicians and sales staff to ensure timely service delivery and accurate invoicing. The candidate will fill in for other team members when needed, initiate plans of action, and manage contracts, insurance certificates, and pre-liens as required.

Qualifications

• Good computer skills with MS Office (Dynamics, Excel, Word, Outlook).
• Strong communication, dependable and self-motivated with a positive attitude.
• Ability to manage multiple tasks and coordinate with teams.

Responsibilities

• Answer incoming calls for Service/Technical Services to optimize client experience.
• Set up service orders for technicians and sales team, and email invoices.
• Process contracts, insurance certificates, and pre-liens as required.
• Coordinate with collections to ensure timely invoice payments and monitor accounts.

Skills

Communication

Self-starter

Dependable

Problem solving

Multi-tasking

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 include, but are not limited to the following: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 solvingPM22