Customer Account Specialist

AboutEnergo

Energo is a full-service building services company that has served the New York metro area since 1996, with divisions in heating oil, HVAC, plumbing, electrical, inspections, solar and fire suppression. Please visit our website at https://energo.com for more information.

Energo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other characteristic protected by federal, state, or local law.

Job Summary

Energo is seeking a positive, goal-oriented Customer Account Specialist. The successful candidate will report to the Manager, Credit, Collections & Customer Service. This position has been structured to enable employee growth by providing exposure across multiple operations functions, including customer service, collections, sales support and billing. Attention to detail, ability to work in a fast-paced environment, organizational skills, and ability to organize and analyze data are necessary to succeed in this role. Multi-tasking is a must! The company offers a competitive salary based on experience, benefits, and 401K plan.

Customer Account Specialist Responsibilities:

• Field incoming calls from current customers and prospects
• Record the call and distribute to responsible employee, while assisting in resolving
• Perform customer service responsibilities to maintain superior level of customer satisfaction
• Make outbound calls to targeted groups to acquire new customers and retain existing ones
• Achieve company goals for sales and retention
• Review accounts receivable aging reports and contacting customers (via phone, email, and letter) for payment
• Work closely with Energo sales agents for assistance with customer collections
• Contact customers with Early Termination Fees regarding re-enrollment or for payment
• Reporting on collections activities to the Manager, Credit and Collections
• Act as a liaison between Sales and other departments
• Assist the Sales team in quoting and contracting with current and prospective customers
• Work in the Sales Support inbox and ensure responses are provided in a timely fashion
• Work with various departments to implement process improvements
• Assist in running and distributing various sales reporting
• Perform a variety of analytical and billing functions, including the review and management of daily reports to ensure customer billing accuracy and compliance with internal controls
• Assist with continuous process improvement projects related to billing controls, quality & efficiency
• Research and resolve billing issues utilizing analytical and reporting tools
• Ensure accurate and timely processing of all customer invoices
• Ad hoc projects and assignments, analysis, customer audits and data clean-up