Office Manager

Summit Companies•San Diego, CA

1d•Hybrid

About The Position

The purpose of the Office Manager position is to provide customer service to all internal and external customers starting with proper greeting whether by phone, e-mail or in person. This role involves managing daily operations, coordinating schedules, handling customer payments and collections, and maintaining office supplies and cleanliness. The Office Manager also plays a key role in assisting Human Resources with new hire onboarding and ensuring accurate communication of account statuses.

Requirements

High school diploma or GED, and/or equivalent experience.
4 years customer service, required.
4 years of professional computer skills (Typing 45 WPM, Intermediate ability in MS Word, Excel Outlook), required.
2 years supervisory experience, required.
Must have the ability to effectively read, write and communicate in English with employees, customers and board or directors.
Valid driver’s license with acceptable driving record required.
Must be able to comply with SFS’s Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement.

Nice To Haves

Associates or bachelor’s degree in business management, preferred.
2 years scheduling experience, preferred.
Sage or similar ERP experience, preferred.

Responsibilities

Welcome and greet all visitors, determine their needs, and direct them to the correct department(s) and/or person(s).
Disperse all faxes.
Work with the Billing department, Accounting, and other front-end Administration to communicate COD accounts, on-hold accounts, and other pertinent information internally as well as to the field personnel.
Assist Human Resources for onsite protocol including sending payroll prior to deadline each pay cycle with correct information. Any errors must be communicated without delay, as assigned.
Prepare in advance New Hire materials, as assigned.
Return copies of Human Resources documentation following orientation (orientation is provided by Human Resources).
Correctly utilize assigned organization systems to include assisting team members with functionality, acting as the local SME.
Process Certificates of Insurance (COI) as requested by customers, process additionally insured requests per company policies and procedures.
Process all incoming and outgoing mail: prepare ground mail and UPS for pick up, receive, and appropriately distribute mail.
Track and order office supplies, sending order requests to Corporate for approval and processing, as appropriate.
Process customer payments, as appropriate.
Perform collection responsibilities, as assigned.
Maintain office cleanliness.
Process daily the open work order reports and coordinate technicians’ schedules; schedule technicians to maximize the full shift.
Manage master schedule including all technicians’ schedules and work order for immediate review by direct supervisor and leadership.
Leverage future scheduling with Accounts Receivable concerns concerning past due accounts.
Resolve any scheduling conflicts including verifying and/or update account details, as needed.