Accounts Receivable/Customer Service/Inside Project Coordinator

September 19, 2024

TCM Restoration & Cleaning

Palmer

FULL TIME

Provide support to management in the form of orchestration of administrative functions.

Help retain customers by exceeding their expectations through follow up contact with them and through the accurate transcription of customer information.

Principle Duties and Responsibilities

Answer phones and handle incoming calls
Dispatch new jobs and create job information
Data entry using approved computer software
Type and process paperwork and business correspondence
Create invoices
Schedule work
Perform customer billing
Prepare production paperwork for the following day
Make Collection Calls
Working with Insurance Adjusters and mortgage companies
Complete inner-office documentation

Additional Duties and Responsibilities

Conduct follow-up phone calls

Decision Rights and Authority

Scheduling of service vehicles and technicians

Working Relationships and Scope

Maintain timely communication and flow of information with technicians, service providers, estimators and project managers

Performance Competencies

Oral Communication – Speaks clearly and persuasively in positive or negative situations. Able to effectively calm excited customers, use questioning to accurately identify the type and extent of problem and describe the steps that will be taken. Adaptable and able to think on his/her feet.
Written Communication – Writes clear, precise, well organized letters, proposals and emails. The individual edits work for spelling and grammar and is able to read and interpret written information. Uses appropriate vocabulary and grammar.
Planning & Organizing – Plans, organizes, and schedules their time in an efficient and productive manner. Focuses on key priorities. Effectively manages multiple projects simultaneously. Pays attention to details. Manages personal time well.
Process Orientation – Approaches tasks with an understanding of the overall set of steps involved in completing the work. Awareness of what is required for them to complete their job and what others require. Has a continuous improvement mindset – is always thinking about ways to improve and streamline business processes.
Technology – Regularly uses standard word processing, spreadsheet and presentation software tools to enhance efficiency and accuracy of work performed and is capable of providing routine troubleshooting and user support for software and hardware used in the office environment.

Qualifications - Knowledge, Skills and Abilities

Education and Experience

Minimum of 3 years of office and customer service experience.

Basic understanding of bookkeeping and cash flow. Experience using bookkeeping software such as Sage Intact a plus.

Mathematical skills

Strong math skills. Ability to compute rate, ratio and percentages and to interpret financial reports and analyze performance against business plans and industry benchmarks.