Builder Client Representative

Job Description:

Manage a large volume of customer communications through incoming calls, emails, and online.

· Create location accounts for new starts and complete location and bill-to information.

· Set up software services.

· Organize and schedule new construction installations and closings.

· Process closing requests and complete service orders.

· Assist Customer Service and Sales with incoming calls and emails.

· Record in the software system customer interaction and document details of actions taken.

· Perform a large number of service order completions mainly through data entry.

· Review customer accounts and records to answer customers' questions.

· Maintain customer accounts by checking and recording account information in software.

· Explain services to customers.

· Receive customer payments.

· Upload and catalog documents, contracts, and service orders into customer accounts.

· Communicate with customers to address issues/disputes from customers.

· Respond to customer inquiries, answer questions, and organize and schedule service appointments.

· Resolve service problems by clarifying the customer’s complaint: determine the cause of the problem, select and explain the best solution to solve the problem, and expedite the correction or adjustment to ensure satisfactory resolution.

· Manage a large volume of customer communications through incoming calls, emails, and online.

· Create location accounts for new starts and complete location and bill-to information.

· Set up software services.

· Organize and schedule new construction installations and closings.

· Process closing requests and complete service orders.

· Assist Customer Service and Sales with incoming calls and emails.

· Record in the software system customer interaction and document details of actions taken.

· Perform a large number of service order completions mainly through data entry.

· Review customer accounts and records to answer customers' questions.

· Maintain customer accounts by checking and recording account information in software.

· Explain services to customers.

· Receive customer payments.

· Upload and catalog documents, contracts, and service orders into customer accounts.

· Communicate with customers to address issues/disputes from customers.

· Respond to customer inquiries, answer questions, and organize and schedule service appointments.

· Resolve service problems by clarifying the customer’s complaint: determine the cause of the problem, select and explain the best solution to solve the problem, and expedite the correction or adjustment to ensure satisfactory resolution

Qualifications and skills required

• Excellent phone interaction skills and active listening.
• Exceptional organizational skills, superb accuracy, and attention to detail.
• Outstanding verbal and written communication and interpersonal skills for interacting with customers, customer service and sales staff, Managers, Supervisors, and Team Leaders daily.
• Ability to collaborate with other departments to ensure customer satisfaction.
• Excellent keyboard and data entry skills.
• Strong problem-solving skills.
• Ability to learn customer service software.
• Positive outgoing team player

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer