Client Services Specialist (Scheduler)

Client Services Specialist

The Client Services Specialist will act as a communication point between New Home Builders and field personnel. The ideal candidate will be able to determine daily route for field inspectors based on clients build cycles and closing lists. The central scheduler must be able to prioritize daily assignments and work around unexpected field changes as well as take appropriate action with little supervision.

Primary Responsibilities:

• Analyze and monitor information from the operation software of the client(s) daily.
• Answer company-wide incoming calls and emails. (HIGH CALL VOLUME MULTIPLE PHONE LINES)
• Effectively scheduling visits while following procedure.
• Monitor client construction schedules regularly (daily, weekly, or monthly depending on client) in order to schedule data collection visits accordingly for every home in the schedule.
• Proactively communicate with clients and coworkers regarding any issues with a home in an attempt to discover opportunities and maximize our customer service experience.
• Reach out to clients to confirm the correct date for inspections needed and other information that may be needed.
• Confirms all visits for a particular day are assigned appropriately based on geography and keeping the workload evenly distributed.
• Track information relating to field inspections and any issues that arise.
• Help management stay in touch with builders regarding missing and/or needed information (accounting, contracts, etc.)
• Other duties as assigned.

Requirements:

Education, Experience, and Desired Qualifications:

• High School Diploma, or GED
• Minimum of three (3) years general office experience
• Minimum of two (2) years direct experience in planning and prioritizing daily schedules (or similar work)
• Proven experience in data entry
• Above-average typing skills (50-60 WPM)
• Professional written and verbal communication skills both internal and external
• Above-average knowledge of word processing tools, CRMs, and spreadsheets such as MS Office, Word, Excel. Knowledge of Salesforce is a plus.
• General construction knowledge a plus

Qualifications and Desired Competencies:

• Ability to perform data entry in multiple forms of software.
• Ability to manage over 700 transactions a day, split between the scheduling team.
• Ability to think quickly on your feet for a real-time solution to a problem.
• Excellent customer service skills via phone and email.
• Excellent attention to detail is a must.
• Accountability - Demonstrates a sense of responsibility and urgency for completing tasks; works independently with little to no supervision
• Time Management Ability to manage and prioritize multiple projects and deadlines
• Communication - Excellent written and verbal skills, ability to uphold great rapport with both internal and external customers, escalates issues appropriately and professionally
• Teamwork - Works well with others, offers assistance, and collaborates
• Flexibility - Ability to work around unexpected changes, open to new and alternate ideas, and remain efficient and professional under pressure

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance