Customer Care Advocate II

Regal Rexnord • Milwaukee, WI

3d

About The Position

This role is key in meeting the needs of our OEM and distribution customers by handling routine and overflow calls and inquiries from customers and field sales representatives. This position is responsible for processing orders, advising on pricing, delivery, lead-time, terms and conditions guidelines and policies, credit/debits, etc.

Requirements

• Requires a high school diploma or equivalent and 2-3 years of related experience.
• Experienced Microsoft Office; Excel, Word, O365.
• Strong multitasking and prioritization skills
• Practices a continuous improvement mindset
• Enjoys relationship building with customers
• Candidates must be eligible to work in the United States without requiring company sponsorship to obtain or keep U.S. work authorization.

Nice To Haves

• Bachelor's degree preferred
• Customer service experience within manufacturing strongly preferred.
• Previous experience with process improvements, Kaizens and/or projects preferred
• Preferred experience with Oracle or another ERP software.
• Preferred experience with Microsoft Dynamics 365 or another CRM tool.

Responsibilities

• Perform basic daily account management tasks:
• Respond to email and phone inquiries
• Process customer orders
• Process customer claims
• Complete daily reports
• Research and process customer credits and debits
• Assisting in writing department SOPs and work instructions and coaching other CSR’s on SOP and work instruction creation
• Triage and process customer orders
• Utilize CRM, Oracle, OTIS, DDM, Excel, Word, PPT, and O365 to address customer requests
• Provide customer documents (i.e., policies, forms, engineering drawings, wiring diagrams, etc.)
• Identify and take action on continuous improvement opportunities
• Actively participate in daily Gemba calls.
• Take ownership over individual and contributions to team metrics, conduct root cause analysis, and implement solutions
• Participate in user testing to improve department processes
• Assist in special projects and Kaizen events
• Help train, job shadow, and mentor new hires

Benefits

• Medical, Dental, Vision and Prescription Drug Coverage
• Spending accounts (HSA, Health Care FSA and Dependent Care FSA)
• Paid Time Off and Holidays
• 401k Retirement Plan with Matching Employer Contributions
• Life and Accidental Death & Dismemberment (AD&D) Insurance
• Paid Leaves
• Tuition Assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED