Customer Accounts Representative

2 months ago

Madison, United States CoolSys Full time
Overview:

With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets. 

WHY JOIN US 
We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include: 

  • Competitive pay  
  • Medical, Dental, Vision and Prescription coverage 
  • Paid vacation and holidays 
  • 401(K) match 
  • Life insurance, AD&D and long-term disability 
  • Tuition reimbursement 
  • Opportunities available nationwide 
  • Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more 
  • Pet Insurance 
  • Legal Plan, and ID Theft Protection 
Responsibilities:

JOB SUMMARY

 

Customer Account Representative is responsible for processing and completion of open service calls of assigned customers/accounts using third party online systems in a prompt, accurate, and professional manner and following customers’ requirements and company standards.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

 

  • Ensures customer service and quality of work, meet customer requirements and company standards.
  • Ensures accurate and timely data entry of service calls from opening till completion.
  • Manages open service calls progress and “after-the-fact” quotes to ensure completion rate in the system at 90% or over, there should be not more than 10% of calls rejected or disputed.
  • Escalates any customer/account issues, problems and exceptions to the Customer Account Manager.
  • Submits quotes and communicates service calls progress with customers in accordance with contract requirements.
  • Carries out all responsibilities in an honest, ethical and professional manner.
  • Manages PM’s for account representation.
  • Maintain 3rd party portals.
  • Use Salesforce to find new customers.
  • Performs other duties as assigned. Add and manage new customers.
  • Monitor Service Channel notes to make sure they are being responded to timely. 
  • Resolve rejected quotes in 3rd party portals.
  • Resolve rejected invoices in 3rd party portals.
  • Renew PM agreements and HBBs
  • Create new PM Agreements (survey equipment if local).  Account rep will present the PM Agreement to the customer.
  • Facilitate weekly sales meeting. 
  • Review and send to customer PM follow up and small customers quotes (schools, restaurants) 
  • Review billing approval.  Move any questionable invoices into the account manager’s billing bucket.
  • Invoice certain strategic large application customers.

 

Qualifications:

JOB REQUIREMENTS

 

Project/Business Management:

  • High school diploma, GED, or completion of business/office vocational training. AA degree is a plus.
  • 2+ years of data entry and/or office based customer service experience preferred.
  • Ability to be punctual and dependable.
  • Ability to manage multiple service calls, set and balance competing priorities with good organizational skills and ability to multi task.
  • Ability to solve problems and apply good judgement.
  • Excellent verbal/nonverbal and written communication skills.
  • Strong customer service skills, including an ability to proactively address customer issues and concerns and ability to forge strong working relationships with customers and colleagues.
  • Ability to use typical business tools including MS Word, MS Excel, Outlook, online databases, etc.
  • Ability to understand and follow customers’ contract, score cards, etc.
  • Ability to work constructively in a team environment and follow instructions from superiors.
  • Ability to understand and follow all company policies and procedures and all applicable State and Federal laws.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

 

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Work Environment

This job operates in a clean, well-lit and climate controlled professional office environment with minimal physical hazards and noise. This role routinely uses standard office equipment such as computers, phones, printers, etc.

 

Physical Demands

While performing the duties of this job, the employee is regularly required to stand, sit, walk, talk, hear, and use hands and fingers to operate office equipment. The employee is occasionally required to reach, stoop and kneel. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and color vision.

Join Us:

Today, there are 26 different companies that make up the CoolSys family of brands. Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth 

 

Connect with us on Facebook and Twitter.  

 

Coolsys is an EEO/AA Employer.  All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply.   

 

Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. Coolsys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance. 

  • Customer Accounts Representative

    2 months ago

    Madison, United States CoolSys Full time

    Overview: With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the...

  • Customer Accounts Representative

    2 months ago

    Madison, United States CoolSys - Refrigeration and HVAC Systems Full time

    Overview: With over 150 years of experience,and headquartered in Southern CA,?CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting.?CoolSys serves customers in the...

  • Customer Account Representative

    4 months ago

    Madison, United States Get It Now! Full time

    Get It Now Interested in a minimum starting hourly rate of $14.45 per hour- $17 per hour ? Ready to do your best work? Why should I apply in just a few clicks? Paid Time Off and Sunday OffWe are Closed! Full-Time Employment and a Consistent Schedule Weekly Pay (companywide) Award Winning Culture with the Opportunity to Advance Great Benefits Medical,...

  • Customer Accounts Representative

    2 months ago

    Madison, United States CoolSys - Refrigeration and HVAC Systems Full time

    Overview: With over 150 years of experience, and headquartered in Southern CA,?CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting.?CoolSys serves customers in the...

  • Account Representative

    2 weeks ago

    Madison, Alabama, United States Mary Spears Full time

    Account Representative OpportunityWe are seeking a highly motivated and customer-focused Account Representative to join our team at Mary Spears - State Farm Agent. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency...

  • Customer Accounts Representative

    2 months ago

    Madison/Wisconsin/US CoolSys Full time

    Overview: With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the...

  • Customer Service Representative

    4 weeks ago

    Madison, Wisconsin, United States Zimbrick Automotive Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in ensuring our customers have an exceptional experience at our Body Shop.Key Responsibilities:Provide exceptional customer service, responding to...

  • Customer Service Representative

    7 days ago

    Madison, Wisconsin, United States CoolSys - Refrigeration and HVAC Systems Full time

    Job SummaryWe are seeking a highly skilled Customer Account Representative to join our team at CoolSys - Refrigeration and HVAC Systems. As a key member of our customer service team, you will be responsible for processing and completing open service calls for assigned customers/accounts using third-party online systems in a prompt, accurate, and professional...

  • Customer Service Representative

    1 month ago

    Madison, Alabama, United States UNITED DISTRIBUTORS GROUP Full time

    {"title": "Customer Service Representative", "description": "Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at United Distributors Group. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring...

  • Customer Service Representative

    3 days ago

    Madison, United States QC Holdings Full time

    LendNation is looking for an energetic, positive Full Time Customer Service Representative to join our team This position will work at Store 0252 located at 2925 E Washington Madison, WI 53704. The Customer Service Representative opportunity is a full time entry-level position that has great potential for the right person We are looking for a team player...

  • Customer Service Representative

    1 month ago

    Madison, United States QC Holdings Full time

    LendNation is looking for an energetic, positive Full Time Customer Service Representative to join our team! Make your application after reading the following skill and qualification requirements for this position. This position will work at Store 0252 located at 2925 E Washington Madison, WI 53704. The Customer Service Representative opportunity is a...

  • Customer Service Representative

    3 weeks ago

    Madison, Wisconsin, United States Zimbrick Automotive Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in ensuring our customers have an exceptional experience at our Body Shop.Key Responsibilities:Provide exceptional customer service, responding to...

  • Customer Service Representative

    5 days ago

    Madison, United States QC Holdings, Inc. Full time

    LendNation is looking for an energetic, positive Full Time Customer Service Representative to join our team!This position will work at Store 0252 located at 2925 E Washington Madison, WI 53704.The Customer Service Representative opportunity is a full time entry-level position that has great potential for the right person! We are looking for a team player...

  • Customer Service Representative

    2 weeks ago

    Madison, Wisconsin, United States Enterprise Holdings Full time

    OverviewEnterprise Holdings is a leading provider of mobility solutions, operating the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental brands. We are committed to delivering exceptional customer experiences and are seeking a skilled Customer Service Representative to join our team.Job SummaryThe Customer Service Representative will provide...

  • Customer Service Representative

    1 month ago

    Madison, Alabama, United States Taymax Group Full time

    Member Services RepresentativeAt Taymax Group, we're committed to providing a welcoming and inclusive environment for our members. We're seeking a highly motivated and customer-focused individual to join our team as a Member Services Representative.Key Responsibilities:Provide exceptional customer service to members, prospective members, and guests, ensuring...

  • Customer Service Representative

    4 weeks ago

    Madison, Alabama, United States Taymax Group Full time

    Member Services RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Member Services Representative. This role is responsible for providing exceptional service to our members, prospective members, and guests, ensuring a positive and welcoming experience at our fitness center.Key Responsibilities:Provide...

  • Customer Service Representative

    4 weeks ago

    Madison, Wisconsin, United States CoolSys - Refrigeration and HVAC Systems Full time

    Job SummaryWe are seeking a highly skilled Customer Account Representative to join our team at CoolSys - Refrigeration and HVAC Systems. As a key member of our customer service team, you will be responsible for processing and completing open service calls for assigned customers/accounts using third-party online systems in a prompt, accurate, and professional...

  • Customer Service Representative

    2 weeks ago

    Madison, Wisconsin, United States Stokes & Associates, Inc. Full time

    Job OverviewAs a Customer Service Representative at Stokes & Associates, Inc., you will provide exceptional customer experiences for potential and existing customers. Your primary goal is to build trust and develop strong relationships with customers, identifying opportunities to cross-sell and coordinating with sales specialists for follow-up. You will...

  • Customer Service Representative

    2 weeks ago

    Madison, Wisconsin, United States German American Bancorp Full time

    Job Title: Customer Service Representative - Madison, IN Overview: As a Customer Service Representative, you will be the first point of contact for clients, providing exceptional service and support. This role offers a great insight into the world of banking, insurance, and wealth management, building a foundation for a career in financial services. Key...

  • Sales Representative

    2 weeks ago

    Madison, Wisconsin, United States CCG Business Solutions, LLC Full time

    Job Summary: We are seeking a highly motivated and results-driven Direct Sales Representative to join our team at CCG Business Solutions, LLC. As a Direct Sales Representative, you will be responsible for contacting cold and warm prospect customers to educate them on voice, data, and television services in a designated territory.Key Responsibilities:Contact...