Service Advisor

CAPITAL TRACTOR INC•Mobile, AL

About The Position

The Service Advisor serves as the liaison between customers and technicians. The role involves acknowledging and documenting customer concerns for technician review, ensuring agreed-upon schedules and budgets are met, and providing supporting documentation of technical information. The Service Advisor obtains customers’ expectations for timing, budget, and overall service, provides estimates for approval, explains diagnoses and recommended repairs, coordinates repair work and parts, communicates with customers and technicians, maintains customer records, handles warranty and insurance claims, and invoices and collects payment.

Requirements

  • Professional appearance and conduct.
  • Proficiency in Microsoft Office.
  • Effective and professional communication with customers.
  • Exceptional organizational skills.
  • Troubleshooting and problem-solving skills.
  • Basic mathematics skills and excellent writing skills.
  • Ability to sit and stand for extended periods and move about the dealership to accomplish tasks.
  • Ability to lift up to 50 pounds at times and up to 25 pounds frequently.

Responsibilities

  • Obtain customers’ expectations for timing, budget, and overall service, and provide estimates for approval.
  • Educate customers and recommend repairs after diagnosis.
  • Collaborate with service technicians, the service manager, and the parts department on customer repairs.
  • Translate technical language into practical information customers can understand.
  • Ensure parts needed for repair orders are ordered, pulled, and organized.
  • Communicate proactively with clients and service technicians by email, text, telephone, and in person.
  • Maintain customer records in computer databases.
  • Facilitate warranty and insurance claims and repairs.
  • Invoice customers and collect payments for services rendered.
  • Assist with loading and unloading customer equipment and parts shipments.
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