Customer Service Representative

Summit Companies•San Antonio, TX

10h•Onsite

About The Position

The Customer Service Representative position provides administrative and general office support and organization to the branch. This role serves as the first point of contact for internal and external customers entering the facility, handling various tasks to ensure smooth operations and excellent customer service.

Requirements

High School Diploma or GED
2 years customer service experience
2 years of professional computer experience
1 year front desk experience
Ability to operate a computer
Advanced Microsoft Office (Excel, Word, Outlook) experience required
Valid driver’s license with acceptable driving record
Ability to comply with SFS’s Drug and Alcohol policy and Background screening requirements

Nice To Haves

1 year scheduling experience
General knowledge of local zip codes and geographic breakdown of the area for appropriate scheduling

Responsibilities

Provide customer service to all internal and external customers, including greeting visitors by phone, email, or in person.
Welcome and greet all visitors, determine their needs, and direct them to the correct department(s) and/or person(s).
Disperse all faxes.
Communicate with the Billing department, Accounting, and other front-end Administration regarding COD accounts, on-hold accounts, and other pertinent information internally and to field personnel.
Assist Human Resources with onsite protocol, including sending payroll prior to the deadline each pay cycle with correct information.
Communicate any errors without delay.
Prepare New Hire materials in advance.
Return copies of Human Resources documentation following orientation.
Utilize assigned organization systems and assist team members with functionality, acting as the local Subject Matter Expert (SME).
Process Certificates of Insurance (COI) as requested by customers and process additionally insured requests per company policies and procedures.
Process all incoming and outgoing mail, including preparing ground mail and UPS for pickup, receiving, and distributing mail.
Track and order office supplies, sending order requests to Corporate for approval and processing.
Process customer payments.
Perform collection responsibilities as assigned.
Maintain office cleanliness.
Process daily open work order reports and coordinate technicians’ schedules, scheduling technicians to maximize the full shift.
Manage the master schedule including all technicians’ schedules and work orders for review by direct supervisor and leadership.
Leverage future scheduling with Accounts Receivable concerns regarding past due accounts.
Resolve any scheduling conflicts, including verifying and/or updating account details as needed.