Client Service Representative

Company: Legacy Group Enterprises Inc
Location: Bellport
Posted on: March 16, 2023

Job Description:

Job Purpose:
The Client Service Representative is a vital component to the overall success of client relationship. The Client Service Representative is responsible for ensuring the successful completion of each client work order by utilizing written and oral communication skills, effectively applying company technology, and prioritizing tasks.
Client Service Representative Position Competencies:
Organized and Detail Oriented - Ability to stay organized and prioritize workflow.
Technology Astute -Ability to utilize technology to perform all job functions effectively and efficiently.
Communication - Uses clear language to communicate information. Excellent written and verbal communication skills.
Negotiation - Displays strong skills in cost negotiation.
Decisiveness - Ability to multitask and prioritize in a high-volume role. Must be able to make decisions in a timely manner.
Client Service Representative Duties and Responsibilities:
Document client requested services within the company work order system in an efficient and accurate manner.
Provide timely and accurate written and oral updates to clients throughout the duration of a work order.
Obtain estimates from vendors for submission to client.
After diagnostic call, track materials and schedule final repairs with assigned vendor partner.
Correspond and update client third-party providers including technician check in requirements.
Work to resolve or escalate vendor disputes as needed.
Employ critical thinking skills to effectively detect, investigate, and solve client issues utilizing the work order management system.
Create, negotiate, mark up, and submit proposals.
Attend daily team huddles with management to discuss workflow.
Ensure all required, supporting closing information is obtained and documented in order to guarantee the accurate invoicing of the client.
Resolve NTE issues and/or billing issues.
Participate in on-call rotation.
Maintain a positive attitude with all clients and vendors and demonstrate a focus on customer service.
Embrace and share organizational initiatives, company culture, and values.
Other duties as assigned.
Client Service Representative Qualifications:
One (1) year of Facilities Maintenance experience.
High School Diploma or Equivalent required.
Excellent written and verbal communication skills.
Intermediate to proficient level utilizing Microsoft Office applications.
Excellent organizational skills.
Ability to prioritize tasks.
Resourceful and results orientated.
Team Player.
Legacy Group Enterprises, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

PI207989658

Keywords: Legacy Group Enterprises Inc, Westport , Client Service Representative, Sales , Bellport, Connecticut