Job Summary : HOLT CAT in Little Elm Texas is looking for a Customer Service Coordinator. The Customer Service Coordinator is responsible for scheduling directing monitoring service work and ensuring a high-level Legendary Customer Service outcome for our customers. Maintains consistent accurate and timely coordination of information / paperwork / upload photos in communicating the flow of work and ensures that department operates efficiently. Coordinates and follow up to ensure that customer service delivery expectation including completion deadlines job costs quality of service and invoicing Track machines coming in / out of service and Condition Monitoring systems service history of machines information on and communicates findings to Service Manager & Supervisors. Mon-Fri 7am to 4pm.
The incumbent in this position is expected to model the following practices on a daily basis : 1) Demonstrate alignment with the companys mission and core business values; 2) Collaborate with key internal / external resources; 3) Participate in ongoing self-development.
Essential Functions :
- Models promotes reinforces and rewards the consistent use of HOLTs Values Based Leadership (VBL) tools models and processes to ensure alignment with our Vision Values and Mission
- Coordinates the daily work in progress to meet department goals through prioritization of work and appropriate scheduling of resources
- Requires accurate data entry of daily labor hours to ensure timely work order and payroll processing
- Communicates with customers coordinators and sales representatives daily regarding scheduling quoting and repairing of equipment
- Ensures that customers expectations regarding communication information and updates are met and / or exceeded
- Collaborates with key parts and service employees to ensure the flow of information and processes are all focused on delivering Legendary Customer Service
- Coordinates and follow up to ensure that customer service delivery expectation including completion deadlines job costs quality of service and invoicing Track machines coming in / out of service and Condition Monitoring systems service history of machines information on and communicates findings (e.g. Oil sample results codes service letters / updates that CAT puts out).
- Provides quotes of all service work to be performed in Part and Service Quoter (PSQ) unless previously quoted by the Parts and Service Sales Representative (PSSR) and approved by customer
- Maintains consistent accurate and timely coordination of information / paperwork / upload photos in communicating the flow of work and ensures that department operates efficiently
- Processes customer payments via check credit card CAT access and apply to job in Dealer Business System (DBS)
- Generates all purchase orders and validates timely entry into work orders in DBS systems
- Coordinates with Supervisor(s) on opening and closing work orders on a daily basis
- Maintains department daily and monthly reports
- Requires regular and punctual employee attendance
- Works safely at all times and adheres to all applicable safety policies; complies with all company policies procedures and standards
- Performs other duties as assigned
Knowledge Skills and Abilities :
Working knowledge of computers and multi-line phone systemsKnowledge of basic office practices procedures and processesKnowledge of Microsoft Office products (Word Excel Outlook etc.) at a proficient levelExcellent verbal written and communication skillsExceptional customer service skillsExcellent interpersonal skills to establish working relationships with multiple departments and various levels of the organizationFunctional knowledge of key operating systems : DBS Service Link and MDSFunctional knowledge of critical CAT applications : SIS and SIMSiTime management and time critical prioritization skillsAbility to work on multiple projects and deal effectively with employees team members and managementSelf-starter and ability to work independentlyAbility to operate office machines and computersUnderstands written sentences and paragraphs in work related documentsAbility to effectively present information and respond to questions from a group of managers coworkers customers (internal and external) or the general publicEducation and Experience :
High School diploma or equivalent requiredUp to three plus years direct CAT Service experience or five plus years industry experience in heavy equipment preferredSupervisory Responsibilities :
NoneTravel :
Travel is not expected for this positionPhysical Requirements :
This position involves extended periods in a stationary position; additionally occasional movement inside the office to access office machinery file cabinets etc.This role frequently communicates with others must be able to exchange accurate information in these situationsThis role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machinesOccasionally moves or transports items weighing up to 15 lbs.Significant amount of time standing sitting and walkingRequires daily walking to the shop or yard environmentMinimal amount of time kneeling crouching stooping balancing and reachingConstant movement and use of hands this position requires good manual dexterityCommunicates with customers service managers and co-workersRoutinely reacts to visual auditory and other signals including alarms and instructions and is required to visually inspect workAscends / descends with gradual or continuous progress by oneself using both hands and feet and climbs up and down stairs on a daily basisWork Environment :
This job is generally performed in a professional office environment and in a shop environmentFrequently works at fast pace with unscheduled interruptionsDisclaimer : Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities duties and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities as needed.
Required Experience :
IC
Key Skills
Senior Care,Customer Service,Developmental Disabilities Experience,Computer Skills,Microsoft Outlook,Case Management,Computer Literacy,Dispatching,Home Care,Administrative Experience,Social Work,Word Processing
Employment Type : Full-Time
Experience : years
Vacancy : 1