Customer Service Intake Representative

Position :  Customer Service Intake Representative

Location : Richardson, TX

Salary : $40,000-$46,000k based on experience

Schedule : Monday-Friday 8 : 30am-5pm

About us!

Transforming Attics to Transform Lives Energy Attic exists to Do What is Right, Love People, and Work Humbly… (Micah 6 : 8).

We believe when we operate in this manner, our customers will be loyal raving fans, and our industry will be forever impacted!

Summary : Seeking someone who excels in customer service, providing a welcoming first impression for potential customers, efficiently scheduling estimates, and ensuring timely responses to inquiries and service requests while coordinating with sales reps, technicians, and installers.

Major Duties & Essential Functions

Customer Intake Representative Functions

Assist other team members in answering incoming phone calls & returning phone messages.

Assist other team members in following up on inquiries received via phone, web, or referral.

Provide an overview of the services, value, and benefits of engaging Energy Attic

Schedule estimates based on potential client & internal staff availability.

Outside Sales Dispatcher Functions

Customer Communication : Maintains ongoing communication with customers, providing updates, addressing concerns, and scheduling estimates and installation appointments to ensure a smooth sales process.

Communication and Coordination : Acts as a central point of contact, relaying updates, addressing inquiries, and ensuring seamless coordination between customers, technicians, and stakeholders.

Scheduling and Dispatching : Efficiently schedules and dispatches sales representatives for estimates and appointments, prioritizing work orders based on technician availability, location, and customer needs.

Documentation and Records : Accurately updates and organizes estimate records in Service Fusion, tracking sales progress, managing customer accounts, and ensuring documentation is readily accessible.

Knowledge, Skills & Abilities Required :

Basic Industry Knowledge : Some understanding of building science, attic insulation, or HVAC systems, including key components and functions.

Strong Communication Skills : Ability to clearly and professionally communicate with customers, sales reps, and installation crews.

Organized & Efficient : Skilled in managing multiple appointments and service calls while keeping everything on schedule.

Quick Problem Solver : Able to think on your feet, adjust schedules, and handle unexpected issues smoothly.

Customer-Focused : Patient, empathetic, and solution-oriented to ensure a great customer experience.

Calm Under Pressure : Stays composed and makes smart decisions, even in fast-paced or high-stress situations.

Personal Qualities Required for this Position :

Grit

Strong work ethic

Strong communication skills

Detail-oriented / organized.

Takes Initiative

Ability to handle multiple assignments simultaneously.

Education & Experience

High School Diploma or equivalent required

Experience in home services or HVAC environment

Adept at Microsoft Office software

Service Fusion experience (not required but is a bonus)

Check out our Website : https : / / energyattic.com /