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
ADDITIONAL DUTIES
- 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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