Sales & Customer Service Administrator

Responsible for ensuring all Assured Energy sales are processed efficiently

Sales & Customer Service Administrator

To provide quality checks on all sales made by the Energy Consultants, Agents and Partners whilst maintaining focus on the quality of sale and maintaining sales records to the highest standard as well as providing Customer Service to support to Assured Energy’s existing customer base.

Overall Purpose of the Role

To ensure all sales are processed accurately and efficiently as well as following the post-sale processes to minimise leakage and maintain customer satisfaction.

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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