Customer Service Administrator

Description

• Research & Validation: Investigate and compile documentation to support claims, rebates, and compliance requests.
• Inbox Management: Maintain and respond to a shared customer service email inbox with professionalism and efficiency.
• Technology Utilization: Work daily in Salesforce, Excel, DocuSign, Microsoft Office, and Adobe Pro to support accurate data management.
• Process-Oriented Execution: Accurately process customer reimbursements, legal documentation, and post-installation follow-ups.
• Workflow Ownership: Manage warranty claims, coordinating between customers, project teams, and manufacturers.
• Cross-Functional Coordination: Collaborate with internal departments to ensure process consistency and continuous improvement.
• Documentation & Compliance: Submit and track Energy Trust rebate paperwork for qualifying window projects.

Requirements

• Comfortable handling phone conversations with customers and partners
• Strong written and verbal communication skills
• Customer service experience and familiarity with Salesforce or data systems are a plus (training provided)
• High school diploma or equivalent (required)
• Analytical mindset with sound judgment and decision-making skills
• Excellent attention to detail; confident with numbers and documentation
• Able to prioritize, multitask, and adapt in a fast-paced environment

Benefits

• Long-term and short-term disability
• Additional Insurance Programs including:
• Supplemental Life Insurance
• Personal/Professional Development - we provide books, courses, and opportunities to attend leadership conferences
• 6 paid holidays during a calendar year effective day one of employment
• Relocation opportunities to other branches across the nation
• Accident protection
• Employee assistance program - access to counseling services and other tools to improve work/family/life balance
• Pet Insurance for your furry family member
• 80 hours of Paid Time Off annually with incremental increases
• One Pass Select (gym membership subscription)
• 401k plan
• VPTO (Volunteer paid time off) year-round incentives to give back to your local community
• UHC Rewards
• Rally Health
• Medical, Dental, and Vision
• Company Sponsored Life Insurance
• Health Savings Account (HSA)

Training + Development

Interview process

Visa Sponsorship

Security clearance