The Branch Account Coordinator provides assistance and support to the branch and is the liaison between our Field Service and Billing Departments. The Branch Account Coordinator will be responsive to client needs and have the ability to work as part of a team in a rapidly changing environment with flexibility, initiative, and the ability to work with minimal direct supervision. Due to the sensitive nature of the position discretion and confidentiality are required.
Duties and Responsibilities:
- Manage dispatches in "For Review", finalize and submit to billing
- Monitor and maintain customer work order networks and refrigerant tracking websites as assigned
- Process NTE increase requests in customer work order networks and in-house software for customer/s as assigned
- Complete invoicing in customer work order networks and in-house software for customer/s as assigned
- Work closely with Branch Manager, Service Manager and FSS's to elevate and resolve issues in an efficient and timely manner
- Process and track Manufacturer warranty claims
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Desired Skills, Certifications, and Education:
- Excellent oral and written communication skills
- Strong communication skills
- Detailed and accurate
- Strong organizational skills
- Good problem solving skills
- High School Diploma/ GED
- 3+ years of clerical or administrative experience
- Computer knowledge must include: MS Office- Word, Excel and Outlook
- Operation of general office equipment
- Be an honest team player, growth-oriented, ability to do whatever it takes; safely!
Physical Requirements and Working Conditions:
Regularly required to sit, stand, and walk; occasionally lift and/or move up to 25 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.