Branch Coordinator

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 billing
• Monitor and maintain customer work order networks and refrigerant tracking websites as assigned
• Process NTE increases requests in customer work order networks and in-house software for customers/s as assigned
• Complete invoices in customer work order networks and in-house software for customers assigned
• Work closely with the Branch Manager, Service Manager, and FSSs to elevate and resolve issues in an efficient and timely manner
• Process 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 skills
• Strong communication skills
• Detailed and accurate
• Strong organizational skills
• Good problem-solving skills
• High School Diploma/ GED
• 3 years of clerical or administrative experience
• Computer knowledge must include MS Office- Word, Excel, and Outlook
• Operation 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.

Qualifications:

Climate Pros is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.