Customer Service Representative

Summit Fire & Security; Vero Beach (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Summit Fire & Security in Florida seeks a Customer Service Representative to provide administrative support and act as the first point of contact for visitors and customers. You will greet customers by phone, email or in person; coordinate with Billing, Accounting and HR; manage mail, scheduling and office tasks; ensure accurate records and compliance across the branch.

Qualifications include a High School Diploma or GED, 2 years of customer service, 2 years of professional computer experience,

Qualifications

• High School Diploma or GED required.
• Two years of customer service experience.
• Two years of professional computer experience.
• One year front desk experience.
• One year scheduling experience preferred.
• Must be able to read, write and communicate in English.
• Proficient with Microsoft Office (Excel, Word, Outlook).
• Valid driver's license with acceptable driving record.

Responsibilities

• Provide customer service to internal and external customers with proper greeting by phone, email or in person.
• Coordinate with Billing, Accounting and HR to share pertinent information internally and with field personnel.
• Assist HR with onsite protocol, payroll materials and orientation documentation.
• Utilize organization systems and act as the local SME for software/tools.
• Process COI requests and additional insured requirements per policy.
• Manage mail handling and distribute mail appropriately.
• Track and order office supplies and obtain approvals as needed.
• Process customer payments and assist with collections as assigned.
• Maintain office cleanliness and scheduling responsibilities as assigned.
• Schedule technicians and manage the master schedule, resolving conflicts and optimizing shifts.

Skills

Customer service

Scheduling

Front desk

English communication

Education

High School Diploma or GED

Tools

Microsoft Office Suite

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 ENVIRONMENT 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 <30lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders.

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, Affir…
While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary.

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