Customer Service Representative
Summit Fire & Security, Houston, TX, United States
Job Summary
The purpose of the Customer Service Representative position is to provide administrative and general office support and organization to the branch.
This is performed through various tasks including being the first point of contact when internal and external customers enter the facility.
Essential Job Duties
Provide customer service to all internal and external customers, starting with a proper greeting by phone, e‑mail or in person; welcome and greet visitors, determine their needs, and direct them to the correct department(s) and/or person(s).
Disperse all faxes.
Work with the Billing department, Accounting, and other front‑end Administration to communicate COD accounts, on‑hold accounts, and other pertinent information internally and to field personnel.
Assist Human Resources with onsite protocol including sending payroll prior to deadline each pay cycle with correct information; communicate any errors without delay.
Prepare new‑hire materials and return copies of Human Resources documentation following orientation.
Correctly utilize assigned organization systems and assist team members with functionality, acting as the local SME.
Process Certificates of Insurance (COI) as requested by customers and process additionally insured requests per company policies and procedures.
Process all incoming and outgoing mail: prepare ground mail and UPS for pickup, receive, and appropriately distribute mail.
Track and order office supplies; send order requests to Corporate for approval and processing.
Process customer payments as appropriate.
Perform collection responsibilities as assigned.
Maintain office cleanliness.
Scheduling responsibilities (as assigned):
Process daily open work‑order reports and coordinate technicians’ schedules; schedule technicians to maximize the full shift.
Manage master schedule including all technicians’ schedules and work orders for immediate review by direct supervisor and leadership.
Leverage future scheduling with Accounts Receivable concerns regarding past‑due accounts.
Resolve any scheduling conflicts by verifying and/or updating account details.
Other duties may be assigned.
Qualifications
Education, Training, Certifications:
High School Diploma or GED required.
Experience, Knowledge, Skill Requirements:
2 years customer service.
2 years of professional computer use.
1 year front‑desk experience.
1 year scheduling experience; preferred: general knowledge of local ZIP codes and geographic breakdown for scheduling.
Communication Skills:
Ability to read, write, and communicate effectively in English with employees and customers.
Systems And Software Skills:
Ability to operate a computer and advanced Microsoft Office (Excel, Word, Outlook) experience required.
Other Qualifications:
Valid driver’s license with acceptable driving record.
Must comply with SFS’s Drug and Alcohol policy and Background screening requirements.
Physical & Work Environment Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties.
Physical Requirements: May sit for long periods; required to bend, kneel, balance, lift up to 30 lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders.
Work Environment: Work indoors in an office setting, alone or with others; temperature mild to moderate.
Equal Employment Opportunity Statement We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law.
We are an Equal Opportunity, affirmative action employer.
Benefits
Paid vacation and holidays.
Medical insurance.
Dental insurance.
Vision insurance.
401(k) plan with company match.
Flexible spending accounts.
Long‑term disability – employer paid.
Short‑term disability – employer paid.
Additional voluntary ancillary benefits such as accident and hospital indemnity.
Life insurance for team members and dependents.
Employee assistance program.
Employee referral program.
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This is performed through various tasks including being the first point of contact when internal and external customers enter the facility.
Essential Job Duties
Provide customer service to all internal and external customers, starting with a proper greeting by phone, e‑mail or in person; welcome and greet visitors, determine their needs, and direct them to the correct department(s) and/or person(s).
Disperse all faxes.
Work with the Billing department, Accounting, and other front‑end Administration to communicate COD accounts, on‑hold accounts, and other pertinent information internally and to field personnel.
Assist Human Resources with onsite protocol including sending payroll prior to deadline each pay cycle with correct information; communicate any errors without delay.
Prepare new‑hire materials and return copies of Human Resources documentation following orientation.
Correctly utilize assigned organization systems and assist team members with functionality, acting as the local SME.
Process Certificates of Insurance (COI) as requested by customers and process additionally insured requests per company policies and procedures.
Process all incoming and outgoing mail: prepare ground mail and UPS for pickup, receive, and appropriately distribute mail.
Track and order office supplies; send order requests to Corporate for approval and processing.
Process customer payments as appropriate.
Perform collection responsibilities as assigned.
Maintain office cleanliness.
Scheduling responsibilities (as assigned):
Process daily open work‑order reports and coordinate technicians’ schedules; schedule technicians to maximize the full shift.
Manage master schedule including all technicians’ schedules and work orders for immediate review by direct supervisor and leadership.
Leverage future scheduling with Accounts Receivable concerns regarding past‑due accounts.
Resolve any scheduling conflicts by verifying and/or updating account details.
Other duties may be assigned.
Qualifications
Education, Training, Certifications:
High School Diploma or GED required.
Experience, Knowledge, Skill Requirements:
2 years customer service.
2 years of professional computer use.
1 year front‑desk experience.
1 year scheduling experience; preferred: general knowledge of local ZIP codes and geographic breakdown for scheduling.
Communication Skills:
Ability to read, write, and communicate effectively in English with employees and customers.
Systems And Software Skills:
Ability to operate a computer and advanced Microsoft Office (Excel, Word, Outlook) experience required.
Other Qualifications:
Valid driver’s license with acceptable driving record.
Must comply with SFS’s Drug and Alcohol policy and Background screening requirements.
Physical & Work Environment Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties.
Physical Requirements: May sit for long periods; required to bend, kneel, balance, lift up to 30 lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders.
Work Environment: Work indoors in an office setting, alone or with others; temperature mild to moderate.
Equal Employment Opportunity Statement We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law.
We are an Equal Opportunity, affirmative action employer.
Benefits
Paid vacation and holidays.
Medical insurance.
Dental insurance.
Vision insurance.
401(k) plan with company match.
Flexible spending accounts.
Long‑term disability – employer paid.
Short‑term disability – employer paid.
Additional voluntary ancillary benefits such as accident and hospital indemnity.
Life insurance for team members and dependents.
Employee assistance program.
Employee referral program.
#J-18808-Ljbffr