HVAC Agreement Administrative Assistant

Core Responsibilities

• Track and manage the lifecycle of HVAC planned maintenance agreements, including drafting documents, updating terms, and processing renewals.
• Update and maintain Computerized Maintenance Management Systems, service agreements, and customer equipment history.
• Serve as the primary point of contact for agreement holders, addressing inquiries, resolving scheduling issues, and communicating service updates.
• Process invoices, assist with agreement billing.
• Maintain accurate records, track and generate reports on contract status and renewals.

Key Requirements

• Experience: Prior administrative or customer service experience, ideally in an HVAC, construction, or field-service environment.
• Technical Proficiency: Familiarity and experience with Outlook, Excel, MS Office, Adobe, MS Teams.
• Communication: Excellent verbal and written communication skills to effectively interact with customers and technicians.
• Organizational Skills: Strong multitasking abilities with a high level of attention to detail for contract tracking and data entry.