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Repair Proposal Specialist II
2 months ago
Generates quotes/proposals for customers from technician/service manager recommendations in alignment with our business guidelines. Manages and coordinates customer orders with dispatch/operations to ensure timely service and execution. Troubleshoots and resolves customer complaints.
Essential Duties- Delivers exceptional service while handling customer's approved quotes and requests.
- Communicates effectively to provide prompt and responsive service to the customer's immediate and long-term Handles complex and escalated quotes and requests.
- Gathers data/costs for generating proposals and enters that information into Dynamics 365.
- Works cohesively with sales/operations when needed, to create accurate estimates and work scope.
- Delivers proposal within business requirements and communicates proactively with customers through email, phone call, or portals to build and maintain customer relationships that generate additional revenue.
- Manages and maintains unscheduled/incomplete quoted work orders to ensure timely execution through customer/work order requirements.
- Maintains a current and accurate pipeline in accordance with business standards.
- Ensures any existing costs are allocated accordingly based off existing work orders (time vested).
- Continuously reviews current processes/procedures and makes suggestions to leadership in order to improve and strengthen the customer experience and increase overall
- Other duties as assigned.
- 3-5 years with commercial mechanical services provider experience.
- High School Diploma or GED.
- Strong phone contact handling skills, and active listening.
- Ability to multitask, prioritize, and manage time effectively.
- Excellent communication and customer service skills.
- MEP (Mechanical, Electrical & Plumbing) knowledge and experience preferred.
- Work performed in a typical office environment.
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