Duties

• Answer incoming calls in a timely and polite manner.

• Clearly determine purpose of the call

• Take and deliver messages accurately and completely.

• Greet visitors in a timely and polite manner.

• Receive, sort, and distribute mail, prepare outgoing mail - drop in mailbox at the end of the day.

• Receive and process deliveries.

• Intake new Leads and assign to salesmen in our CRM.

• Post cash, create invoices, warranty sheets, copy checks and file appropriate documents in customer files – Accuracy is a must!

• Make daily cash deposits.

• Credit Card – Make sure we have all the credit card receipts recorded and allocated to the appropriate job, business expense or gas files. Accuracy is a must!

• Generate Sales Reports sent out weekly to the sales representatives.

• Work with insurance adjusters to get supplements approved for customer claims in a timely manner.

• Generate documents as requested.

• Provide ongoing customer service support.

• Create Excel spreadsheets.

• Manage databases.

• Ordering office supplies and track expenses.

• Monitor truck fleet spreadsheet and files, insurance, registration, etc.

• Order Heartland apparel and track employee and sales contractor allotted dollar amount.

• Assist in planning staff events.

• Assist in office cleaning.

• Computer Software/Microsoft Outlook: You should be comfortable using Microsoft Office and Chrome. Experience in QuickBooks or other accounting software programs preferred.

• Multitasking skills: You should be able to juggle several demands at once and prioritize tasks throughout the day.

• Excellent verbal and written communication skills: Customer service is our number one goal

• Organizational: You must be detail-oriented and organized, able to locate a document or recall protocol at a moment's notice.

• Decision-making: You'll often find yourself handling several tasks almost simultaneously, particularly in busy offices, so you should be able to prioritize and make time-effective decisions.