Work Coordinator

Responsibilities

• Schedules sales appointments for a 7-10 member Comfort Advisor team using SalesForce and our digital sales Platform
• Learn all HomeServe operating systems … WennSoft, Click and SASSell and schedule water heater installation
• Customer service at all levels of the customer experience including sales, install and service
• Some light accounting and accounts receivable responsibilities
• Covers workflow of the office
• Customer billing/collection activities
• Account and billing updates
• Prepares and handles all correspondence
• Receives and responds to customer inquiries
• Vendor liaison
• Computer proficiency
• Data entry
• Records administration
• System queries
• Answers phones
• Filing

Job Requirements

• High School diploma or equivalent
• Strong analytical, organizational, time management and project management skills.
• Excellent oral, written and interpersonal communication skills.
• Ability to analyze problem situations and present appropriate solutions.
• Demonstrated experience in multi-tasking and setting priorities.
• Self-driven and demonstrates the ability to thrive in a fast-paced environment.
• Proactive and displays initiative.
• Ability to learn, adapt quickly and commitment to teamwork.
• Proficient/ advanced knowledge of MS Office (Excel/Word/PowerPoint).

Physical Requirements

• The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this position.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of the position for which they work.
• While performing the duties of this position, the employee is regularly required to listen, talk and hear.
• The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls while executing tasks like working on a computer or talking on the telephone.
• The employee is occasionally required to stand; walk; sit; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 15 pounds.
• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
• The noise level in the work environment is usually moderate to low.