Project & Service Administrator

B&L Sheet Metal•Bloomington, IN

36d•Onsite

About The Position

The Project & Service Administrator will provide comprehensive administrative support to all departments regarding the day-to-day operations of the operating unit. This position will serve as a resource for the President, by providing information, answering questions and assisting with administrative tasks and projects as needed.

Requirements

Associate’s degree or equivalent experience
Problem Solving Ability with the ability to develop professional working relationships
Proficiency with Microsoft Excel or other spreadsheet program, including strong analytical abilities
Documentation Skills
Superior Listening and Communications Skills
Ability to speak, read and comprehend instructions, short correspondence and policy documents, as well as converse comfortably with associates.
Customer Service
Compliance with workplace policies and procedures for risk identification, risk assessment and risk control
Active participation in activities associated with the management of workplace health and safety
Identification and reporting of health and safety risks, accidents, incidents, injuries and property damage at the workplace

Nice To Haves

Knowledge of business and management principles
Understanding CRM and Microsoft Analytics
Preferred candidate must be able to multitask in a fast-paced environment
Construction and roofing industry experience is a plus
Superb communication skills
Good problem-solving skills
Sound judgment and ability to make decisions
Well organized and able to manage time effectively
Extreme attention to detail and high level of accuracy
Willingness to learn
Teamwork and collaboration

Responsibilities

Support a service culture where customer service and business development are a priority, including prompt handling of customer inquiries and issues.
Plan, organize, and establish service administrative process for call in-take, service ticket dispatch, receiving information from field and communicating to customers.
Review crew documentation of repairs daily to ensure proper repairs were made & safety procedures followed.
Ensure the work from the previous day is complete; check hours, description of work, code details, pictures, & correct job numbers; check the job site for completion, proper repairs, and clean up.
Code receipts and proof of delivery slips with appropriate purchase order numbers and service ticket numbers. Turn receipts into office administration.
Support the service technicians with their paperwork, customer details, timesheets, etc.
Communicate completion of repairs and outstanding issues to customer.
Invoice timely and supply support documentation for invoices to customers.
Work with accounting to complete new customer credit application, set up new customers, and set up new vendors.
Work with accounting to support outstanding customer collections issues such as unpaid customer invoices.
Create purchase orders prior to placing orders.
Assist with service project permits, inspections, close out documents and warranties.
Assist with reports for service sales, service tickets, service projects, etc.
Assist the Accounting & Office Manager with the contents of the Job File to include contract, checklists, pre-and post-job inspection reports, warranties, etc.
Coordinate request for proposal’s with account managers and operating unit presidents to ensure proposal deadlines are met.
Assist in updating and creating proposals based on Tecta’s offerings and roofing specifications.
Gather pricing breakdowns, proposals and get approval from account managers.
Ensure contracts and agreements are signed prior to issuing Purchase Orders.
Order any aerial photography and slope surveys as required.
Contract review
Order Certificates of Insurance for projects and customers per request.
Work with Project Manager to complete the close out package to facilitate the release of the retainage payment.