Office assistant and customer service job description

Are you looking for a part-time opportunity that can grow into a full-time career? We are an award-winning Farmers Insurance Agency that is laid-back (but busy), and family owned and operated. If you are someone who enjoys taking on responsibilities, helping clients (both on the phone and in person), and has excellent customer service and administrative skills, we want to speak with you. In the future, the right person will have marketing responsibilities and attend outside functions (such as chamber of commerce events). We would love to have someone who is not afraid to promote our fast-growing business.

The CSR is responsible for providing exceptional customer experiences, processing policy alerts and change requests, learning about our products, and answering questions from existing clients and prospects. Insurance industry experience is not required (but is preferred). For the right candidate, there is an opportunity to get licensed If you enjoy sales and want to earn extra income. We are looking for someone who wants to grow with us.

Also, do you enjoy puppy love? We bring our two yellow Labradors to the office who thrive on attention.
20-25 hours per week, flexible hours



Benefits



Base salary – hourly rate Business casual work environment Optional health, dental, vision, and life insurance through Farmers Insurance ( not paid by agency ) Holidays and weekends off Snacks and beverages Agency will pay for all licensing for those interested in sales Protege Agent Sales Program opportunity ( own your own agency in the future)



Responsibilities



Provide an exceptional customer experience by quickly responding to all servicing inquiries and sales requests Service each customer contact as a cross and/or up-sell opportunity Daily use of customer relationship management software (salesforce.com) Process all policy alerts and change requests, follow up on outstanding required documents, complete evidence of insurance and ID requests, and handle all claims-related inquiries from customers Set up Farmers Financial Annual Reviews for the agent and producers Ability to write professional correspondences



Requirements



Must pass a background check Minimum 1-2 years of successful customer service or administrative assistant experience (insurance or financial service industry preferred) Minimum education: High School Graduate Be a confident self-starter with a sense of urgency who can work independently, as well as with other people - you might be in the agency by yourself on occasion Exceptional business writing, grammar, and spelling skills; you can effectively multi-task and quickly pivot to more pressing needs within the agency Possess a genuine willingness to learn the business, be intuitive, resourceful, and most importantly, coachable - no ego's here

Advance Mechanical, Inc. is currently hiring for a full-time HVAC Office Assistant / Customer Service Representative (CSR) to provide quality customer assistance in the Greenville, NC area. This position earns a competitive wage of $15.00/hour with the potential to earn up to $50,000/year .

In addition to competitive pay and our dedicated, driven work culture , we offer our HVAC Office Assistants / Customer Service Representative (CSR)s the following benefits:

• Health insurance
• Retirement with a company match
• Paid training
• Plenty of opportunities for advancement and growth

So, now that you've learned the who, what, where, and why, you may be wondering HOW? It's easy! Just fill out our initial mobile-friendly online application . We hope to meet you soon!

DAY-TO-DAY

This full-time position typically works in our office Monday - Friday, 8 AM to 5 PM . Additionally, we provide a full hour for lunch . This is not a work-from-home position .

As an HVAC Office Assistant / Customer Service Representative (CSR), you play a critical role in our air conditioning and heating company. You arrive at the office ready to provide the excellent service our trusted company is known for. Exhibiting your ability to connect with customers easily, you tackle various essential tasks, including taking incoming calls, dispatching calls to notify clients of any schedule changes, and completing daily call logs and reports.

Our office could not operate without you, and you take great pride in the hard work you do every day. You thoroughly enjoy serving others and playing an important part in keeping our air conditioning and heating company running smoothly !

ABOUT ADVANCE MECHANICAL, INC.

We are a family-owned company that proudly serves Greenville, NC and its surrounding areas in Pitt and Beaufort Counties. Our skilled and capable staff confidently assists customers with their heating, ventilation, and air conditioning installation, service, and repair needs. For over 30 years we have been conscientious in our pledge to be "customer committed".

We have been awarded the Technician Seal of Safety for our dedication to hiring top-notch, trustworthy employees who strive for industry excellence. We invest heavily in training for those who are interested in professional growth with an established company.

OUR IDEAL HVAC OFFICE ASSISTANT / CUSTOMER SERVICE REPRESENTATIVE (CSR)

• Communicative - understands customer complaints and thoroughly explains solutions
• Organized - maintains accurate schedules and daily logs
• Analytical - devises effective methods for addressing customer issues
• Positive - upholds a friendly and helpful demeanor throughout the day
• Flexible - easily adjusts to changes in plans or schedules

If this sounds like you, keep reading!

REQUIREMENTS FOR AN HVAC OFFICE ASSISTANT / CUSTOMER SERVICE REPRESENTATIVE (CSR)

• High school diploma or equivalent
• Ability to develop tools that create efficiencies within a department
• Knowledge of Microsoft Excel, Word, and PowerPoint

Fluency in both English and Spanish would be a plus. An associate degree would also be preferred but is not required. If you meet the above requirements, we need you. Apply today to join our team as an HVAC Office Assistant / Customer Service Representative (CSR)!

Location: 27834

Nations Roof is experiencing growth! We are seeking a highly dependable and service oriented, Customer Service Representative to join our team.
This position is based at the Corporate Headquarters in Mobile, AL and will be 100% in office.

Nations Roof is one of the largest and fastest growing commercial roofing contractors, ranked #5 in 2020 Top Roofing Contractors in the US. Our projects range in scope from large scale new commercial construction, industrial, hospitality, distribution centers, retail centers, office buildings, multifamily and green roofs to large renovations of existing buildings.

This position is based in Mobile, AL and will be 100% in office with a Monday-Friday schedule.

Purpose: To provide administrative tasks and superior customer support to clients.

Functions:

* Receive inbound and preform outbound communications with customers
* Accurately maintain and update customers account for multiple locations
* Scheduling with assigned accounts and updates with service times
* Update internal and customer specific portals
* Assist multiple locations with questions or problems with clients
* Invoice review and submission
* Answer phones and keep office area orderly
* Other projects and duties as assigned by manager
* Work well in a team environment at all levels of an organization

Requirements

* 3 year's experience in an office support or customer support position
* Basic accounting experience is a plus
* Must have exceptional computer skills including Microsoft Excel, Word, Outlook
* Knowledge of construction or CRM software is a plus
* Knowledge of construction industry is a plus
* Stable work history

The preceding job description has been designed to indicate the general nature and level of work to be performed. It is not meant to be interpreted as a comprehensive inventory of all duties and responsibilities required of employees assigned to this job.

Benefits Include:

* Full Time, Paid Hourly
* Medical, Dental and Vision Benefits
* Accident and Disability Insurance
* Life Insurance
* Paid Holiday and Vacation
* 401(K) with employer match

We are an Equal Employment Opportunity and E-Verify compliant Employer. Our company is a Drug Free Workplace.

NO RECRUITERS.

All candidates must be authorized to work in the U.S.