Rebate Application Processing Specialist

Guidehouse•San Antonio, TX

32d•Onsite

About The Position

Please note that this position is based in San Antonio, Texas. Supporting Eastern Time Zone hours. Essential Job Functions Our dedicated team delivers an exceptional customer experience through prompt and accurate processing of energy efficiency rebate applications and providing overall customer service in a specialized and technical environment. Our work includes detailed reviews of applications for energy rebates through the State of Georgia’s Home Energy Rebates Program for eligibility, finalization of energy applications and resultant payments, inbound and outbound support for applicants and program participants via phone and email, and other types of back-office processing support for our client, program participants(residents/consumers and contractors) and other program partners. The daily work for this position requires a strong ability to focus on incoming and repetitive data, while maintaining careful attention to detail. The ideal candidate is a proven self-starter who enjoys a dynamic and fast-paced environment. Strong organizational, collaborative, interpersonal and adaptive skills are necessary. This position will have tasks ranging from data entry and reporting results, verifying documentation and processing applications, direct support via phone and email, and working collaboratively with the team to meet program goals. Additional activities include: · Enter, maintain and track rebate applications in the program application and rebate processing platforms. · Take and process updates to online rebate applications received by telephone, email, and other forms correspondence from program participants and other program partners. · Maintain knowledge of eligible products, services, and customer service processes & procedures. Duties and Responsibilities Our task is to organize and make sense of a wide variety of project data, proof of income, receipts, invoices, and other documents to make sure we are appropriately applying rebate payments. To achieve this, the Rebate Application Specialist will: · Strong Verbal/Written Communication Skills · Process applications for the Home Energy Rebate Programs in accordance with all applicable program rules and regulations. · Manage assigned workload with the provided tools and resources. · Serve as a primary contact with program participants and contractors of residential units. · Review and authorize cases involving the HER and HEAR Programs. · Perform other duties, tasks, and special projects as assigned including but not limited to: -Providing back-up support to other Rebate Specialists · Possible heavy inbound or outbound calling; guiding applicants through the application process and addressing general questions about the program including rebates. · Encouraging participant satisfaction. You’re a great fit if you can demonstrate your ability to: · Accept responsibility, work independently, and manage time effectively to meet deadlines. · Work with a varied client base including special populations/clients with special needs and communication barriers. · Handle difficult situations in a professional and empathetic manner, when dealing with the public. · Make decisions which have financial and/or legal consequences, and which involve technical complexity. · Process and maintain large volumes of detailed program data. · The ability to quickly learn new skills and subject matter · The ability to apply newly acquired skills using logic and reasoning to sets of transaction data · The ability to multi-task and effectively prioritize tasks · A highly motivated, driven, and dynamic attitude towards work and career · The ability to excel within a team environment and independently This position will be based Monday through Friday in our San Antonio, TX office. Individuals must be able to work an eight-hour shift between the hours of 8:00 AM CT - 5:00 PM CT.

Requirements

High School Diploma or GED equivalent required
Minimum of 1 year of previous experience within a customer-facing environment required; Call Center experience in an inbound/outbound customer support environment preferred
PC skills in a Windows environment are required. Knowledge and utilization of desktop applications to include Word and Excel is essential
Detail-oriented and flexible
Ability to successfully prioritize and self-manage: You will be working with a supervisor on tasks, but it will be helpful to understand the gist of our work and direct yourself to the highest priority activities
Excellent strategic planning, management, and implementation skills
Innovative, motivated, and able to lead by example
Excellent verbal and written communication skills
Ability to initiate and follow through on projects and work independently with minimal supervision required
Strong organizational skills and attention to detail
Microsoft Office and data entry skills
Accept responsibility, work independently, and manage time effectively to meet deadlines.
Work with a varied client base including special populations/clients with special needs and communication barriers.
Handle difficult situations in a professional and empathetic manner, when dealing with the public.
Make decisions which have financial and/or legal consequences, and which involve technical complexity.
Process and maintain large volumes of detailed program data.
The ability to quickly learn new skills and subject matter
The ability to apply newly acquired skills using logic and reasoning to sets of transaction data
The ability to multi-task and effectively prioritize tasks
A highly motivated, driven, and dynamic attitude towards work and career
The ability to excel within a team environment and independently

Nice To Haves

Associate or Bachelor’s degree a plus
Specialized experience with application processing, business processing or financial eligibility experience.
Specialized grant management experience and familiarity with grant management processes and regulations.
Specialized experience with energy efficiency and electrification programs.
Specialized financial documentation experience with various financial documentation (purchase orders, invoices, check registers, etc.).
Bilingual abilities are a plus

Responsibilities

Enter, maintain and track rebate applications in the program application and rebate processing platforms.
Take and process updates to online rebate applications received by telephone, email, and other forms correspondence from program participants and other program partners.
Maintain knowledge of eligible products, services, and customer service processes & procedures.
Process applications for the Home Energy Rebate Programs in accordance with all applicable program rules and regulations.
Manage assigned workload with the provided tools and resources.
Serve as a primary contact with program participants and contractors of residential units.
Review and authorize cases involving the HER and HEAR Programs.
Perform other duties, tasks, and special projects as assigned including but not limited to: -Providing back-up support to other Rebate Specialists
Possible heavy inbound or outbound calling; guiding applicants through the application process and addressing general questions about the program including rebates.
Encouraging participant satisfaction.

Benefits

Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program