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Wednesday, March 18, 2015

Hiring a service representative

The primary role for the service representative (rep) is to work with homeowners on a day to day basis.  There are two primary roles for the service rep with customers--direct sales and customer service.  The service rep will have full responsibility for the customer throughout the sales process and all customer service and account management.  All training will be provided by the sales manager.

Essential Duties and Responsibilities include the following, other duties may be assigned:
a.                  Generate new business through inspections and sales/marketing activities in their territory
b.                  Provide the highest level of service possible to each customer
c.                   Maintain regular and consistent, professional communication and updates with all customers
d.                  Explain insurance paperwork and/or estimates to customers
e.                  Responsible for coordinating all work orders, material selections, upgrades for each customer
f.                    Account manage the workflow with Field Supervisor, Production and Finance for each customer
g.                  Explain invoice to customers
h.                  Collect all payments from customer
i.                    Attend required company and Sales Department meetings

The Service Representative should be able to perform this job successfully; an individual must be able to perform each essential duty satisfactorily and in accordance with the policies and procedures of the company. The requirements listed below are representative of the knowledge, skill, and/or ability required.


Language Ability:
Ability to read, analyze, and interpret general business periodicals and books; ability to write emails and letters for the purpose of business correspondence with customers, vendors, subcontractors, insurance providers, etc.;  ability to effectively present information and respond to questions and concerns from customers, and the general public. The Service Representative must have excellent communication skills.

Math Ability:
Ability to calculate basic figures and amounts such as measurements, retail bids, discounts, commissions, percentages, and area.

Reasoning Ability:
Ability to define and solve practical problems, collect data, establish facts and draw valid conclusions; ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form; ability to be detail-oriented and well-organized; must be able to effectively multitask.

Computer Skills:
Have knowledge of Internet software and E-mail. Must be able to learn and use account management software.  Experience with MS Word and MS Excel is a plus.   

Supervisory Responsibilities:
This job has no supervisory responsibilities.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

While performing the duties of this job the employee is in neighborhoods and on public streets.  Employee is also frequently climbing ladders and on roofs to perform brief inspections.  All company safety procedures and protocols should be used by Service Representative or at all times.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Use of a ladder and walking on roofs

While performing the duties of this job the employee is regularly required to stand; walk and use hands to finger, handle, or feel. The employee is frequently required to stoop, kneel, or crouch. The employee is occasionally required to reach with hands and arms and climb or balance. The employee is regularly required to lift up to 10 pounds; employee is sometimes required to lift up to 25 pounds and up to 50 pounds. The vision requirements include: depth perception.

Send resumes to:
Scott Mullins
Managing Partner
Legacy Restoration, LLC
Office 763-354-7660