The Branch Account Coordinator provides assistance and support to the branch and is the liaison between our Field Service and Billing Departments. The Branch Account Coordinator will be responsive to client needs and have the ability to work as part of a team in a rapidly changing environment with flexibility, initiative, and the ability to work with minimal direct supervision. Due to the sensitive nature of the position discretion and confidentiality are required.
Duties and Responsibilities
Manage dispatches in "For Review", finalize and submit to billingMonitor and maintain customer work order networks and refrigerant tracking websites as assignedProcess NTE increases requests in customer work order networks and in-house software for customers/s as assignedComplete invoices in customer work order networks and in-house software for customers assignedWork closely with the Branch Manager, Service Manager, and FSSs to elevate and resolve issues in an efficient and timely mannerProcess and track Manufacturer warranty claims
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Skills, Education, and Competencies
Excellent oral and written communication skillsStrong communication skillsDetailed and accurateStrong organizational skillsGood problem-solving skillsHigh School Diploma/ GED3+ years of clerical or administrative experienceComputer knowledge must include MS Office- Word, Excel, and OutlookOperation of general office equipment
Physical Requirements and Working Conditions
The physical demands and work environment characteristics are representative of those an employee encounters while performing the job's essential functions. Work is performed in a normal office environment.
The employee is frequently required to sit, stand, walk, hear, see and talk.Specific vision abilities required by this job include close vision requirements due to computer work.Light to moderate lifting may be required.All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.Company DescriptionThe company is an industry leader with over 1,600 employees, offering multifaceted service, construction, and modernization solutions to businesses across the United States. They have been ranked in Inc’s 5,000 Fastest-Growing Companies for the past 10 years.