Sales & Customer Service Administrator

Ensure all Assured Energy sales are processed efficiently

Sales & Customer Service Administrator

Key Duties and Responsibilities

The job will encompass the following:

  • Process all Sales by carrying out Quality Checks and submitting to suppliers
  • Ensure the Assured Energy CRM is accurate and kept up to date
  • Record all Sales on the Sales Log and maintain with regular progress updates
  • Maintain the Contracts and Letter of Authority Library on the shared Drive
  • Validate all EACs (Estimated Annual Consumptions) with current suppliers
  • Submit tender requests to suppliers
  • Prepare manual and bespoke quotations for recommendation to Consultants, Agents or Sub-Brokers.
  • Process Data for upload to the CRM
  • Issue Welcome letters and Renewals reminders to customers
  • Send Termination notices
  • Review supplier reports to follow contracts through to Live
  • Liaise with customers and suppliers to resolve objections
  • Prepare reports for Internal and External parties
  • Improve the customer journey highlighting areas of opportunity on the back of QA
  • Ensure any customer/supplier queries are dealt with in a timely manner
  • Ensure full and transparent digital records and audit trails of all client/energy supplier correspondence
  • Gain a good understanding of the end to end Contract to Cash to renewals Process


  • Assist with daily and monthly performance statistics and reporting support for Portfolio Reporting as required
  • Attend meetings as required
  • Assist in implementation of relevant Company policies & procedures
  • Support the wider team by performing other duties that may be requested or required
  • Any other minor duties as advised by the Line Manager from time to time

Key Attributes, Qualifications, Qualities and Experience Required:

The jobholder is expected to (or be working towards)

  • Ideally be from a numerate background, either through practical experience in a previous role or as a graduate from a mathematical/finance or business related discipline
  • Good time management with excellent organisational and planning skills
  • Highly accurate with keen focus on attention to detail even when working to tight deadlines
  • Must be computer literate with excellent IT skills – Word, Excel, PowerPoint, e-mail, internet
  • Capable of working on own initiative
  • A team player, resilient and positive

Key Performance Indicators:

The job holder will be assessed against the following SLA’s;

  • Application of the Core Values including essential housekeeping KPIs
  • Adherence to the Company Standards, Policies and Procedures
  • Evidences department communication
  • Quality assurance and leakage during negotiations

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