Repair Proposal Specialist II

Job Summary

Generates quotes/proposals for customers from technician/service manager recommendations in alignment with our business guidelines. Manages and coordinates customer orders with dispatch/operations to ensure timely service and execution. Troubleshoots and resolves customer complaints.

Essential Duties

• Delivers exceptional service while handling customer's approved quotes and requests.

• Communicates effectively to provide prompt and responsive service to the customer's immediate and long-term Handles complex and escalated quotes and requests.

• Gathers data/costs for generating proposals and enters that information into Dynamics 365.

• Works cohesively with sales/operations when needed, to create accurate estimates and work scope.

• Delivers proposal within business requirements and communicates proactively with customers through email, phone call, or portals to build and maintain customer relationships that generate additional revenue.

• Manages and maintains unscheduled/incomplete quoted work orders to ensure timely execution through customer/work order requirements.

• Maintains a current and accurate pipeline in accordance with business standards.

• Ensures any existing costs are allocated accordingly based off existing work orders (time vested).

• Continuously reviews current processes/procedures and makes suggestions to leadership in order to improve and strengthen the customer experience and increase overall

• Other duties as assigned.

Minimum Requirements

• 3-5 years with commercial mechanical services provider experience.

• High School Diploma or GED.

• Strong phone contact handling skills, and active listening.

• Ability to multitask, prioritize, and manage time effectively.

• Excellent communication and customer service skills.

• MEP (Mechanical, Electrical & Plumbing) knowledge and experience preferred.

• Work performed in a typical office environment.