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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