What are the responsibilities and job description for the Customer Service Representative position at Morgan Olson?
MORGAN OLSON LLC
Morgan Olson is the leading walk-in van body manufacturer in North America producing over 7,500 vehicles annually. Morgan Olson’s portfolio of customers serves a multitude of industries and delivery applications. The primary industry served by these iconic Morgan Olson Walk-in vans is parcel package pick up & delivery because most everything ordered on-line is delivered by a Morgan Olson Walk-In Stepvan. Other key industries served include Textile Rental and Laundry services, baking and snack foods, newspaper delivery, service & utility vehicles, and the ever-growing mobile cuisine food trucks!
Morgan Olson’s leadership stands committed and focused. Reinvesting tens of millions of dollars back into Morgan Olson’s production facilities with state-of-the-art equipment and advanced automation technologies, producing the safest and most efficient "last mile" home delivery work trucks on the market today.
Job Title: Customer Service Rep. Sales
Job Description:
Assists customer with status reports and assist the sales department w/ filing, invoicing, tracking expense reports, process check requests, assist in sales order process, and literature.
Essential Functions and Activities:
Morgan Olson is the leading walk-in van body manufacturer in North America producing over 7,500 vehicles annually. Morgan Olson’s portfolio of customers serves a multitude of industries and delivery applications. The primary industry served by these iconic Morgan Olson Walk-in vans is parcel package pick up & delivery because most everything ordered on-line is delivered by a Morgan Olson Walk-In Stepvan. Other key industries served include Textile Rental and Laundry services, baking and snack foods, newspaper delivery, service & utility vehicles, and the ever-growing mobile cuisine food trucks!
Morgan Olson’s leadership stands committed and focused. Reinvesting tens of millions of dollars back into Morgan Olson’s production facilities with state-of-the-art equipment and advanced automation technologies, producing the safest and most efficient "last mile" home delivery work trucks on the market today.
Job Title: Customer Service Rep. Sales
Job Description:
Assists customer with status reports and assist the sales department w/ filing, invoicing, tracking expense reports, process check requests, assist in sales order process, and literature.
Essential Functions and Activities:
- Interact with customer via phone and in person.
- Enter orders and quotations.
- Complete and update credit applications and verify credit limits.
- Update supplier forms when required.
- Provide customer status reports.
- Manage documentation for the “SOX” compliant form.
- Send out weekly customer status reports.
- Set-up ship-to to correspond to customer.
- Manage customer master.
- Quote all internet leads.
- Cross check acknowledgements to quotes and DN’s.
- Manage the Morgan Olson presentation starter, assist sales team when requested.
- File orders and organize the system.
- Enter all sales change orders including BBIS (bring back in shop) orders.
- Participate in Pilot reviews and customer events. Provide meeting notes when required.
- Credit and re-bill.
- Create a centralized competitive database for pricing, G2, quotes, advertising etc.
- Print the pre-invoices and MSO when required. Get approval to send to customer.
- Mail out customer literature.
- Develop strong product knowledge of (Walk-in, Truck Bodies, Services Center, and Service Parts).
- Cover the overflow of incoming calls.
- Supports and participates in Morgan Olson PPS team efforts.
- Adheres to quality policy by exceeding customer expectations, being customer-focused and supporting continuous improvement activities.
- Adheres to safety policies and practices behavioral based safety 100% of the time.
- Other duties as assigned.
- Two years of college with 3-5 years’ work experience
- Good Computer skills proficient in Microsoft: Word, Excel, and PowerPoint
- Excellent Interpersonal and communication skills.
- Medical, Dental, Vision, 401(k)
- Company paid life insurance
- 10 company paid holidays
- Vacation and personal time