Comfort Advisor / Lt. Commercial Account Manager Job
Residential Comfort Advisor / Light Commercial Account Manager
Job Summary
The primary responsibilities of this position include: design, estimate and propose residential and light commercial HVAC project work In addition to service agreements, Indoor air quality and repair/retrofit work. Support service technicians, dispatchers, customers, potential customers, vendors, and installers; assure that projects, and service requests under your management are organized, performed safely and completed on time.
Essential Duties & Responsibilities
Include but are not limited to the following (other duties may be assigned as well):
- Perform in-home residential sales appointments and maintain an acceptable closing rate.
- Create sales opportunities within the Home Performance with Energy Star Program.
- Perform commercial and residential duct cleaning sales appointments.
- Show a high level of customer service skills.
- Communicate with field supervisors, project managers, dispatchers and service managers and communicate scheduling needs and manpower requirements to maintain project goals.
- Respond to residential and light commercial HVAC service calls as required/dispatched.
- Adhere to corporate policy on safety and follow all safe work practices and procedures.
- Ensure that work is executed in an efficient and productive manor and attempt to limit the number of outside distractions that could occur while performing your work.
- Be familiar with all HVAC services we provide and display the ability to discuss with customers or prospective customers.
- Offer and sell “add-on” services and equipment on existing installations and service calls.
- Review equipment installation requirements and make adjustments as needed.
- Assist and participate in the on-call rotation.
General Duties
- Order materials and equipment required for projects sold.
- Properly convey the scope of work with technicians assigned to the project/agreement..
- Coordinate projects, manpower, work schedules and materials as needed.
- Communicate with the customers, as well as our staff, throughout the progress of the agreement/project to assure customer satisfaction and profitability.
- Plan ahead on projects to ensure the highest level of productivity on the job.
- Properly calculate and assure each invoice is prepared and mailed at the appropriate time.
- Participate in staff meetings to ensure our support staff is aware of project/agreement status.
- Notify management immediately of any significant problems.
- Work to immediately resolve any problems that may arise from projects/agreements sold or under your management.
- Resolve any questions, concerns, or disputes regarding invoices, and assist in the collection of any monies due on the project.
- Provide immediate performance feedback to supervisors in regards to employees working on your projects.
- Work closely with service dispatch on emergency service calls as required.
- Assist engineers, project and field managers on work as required.
- Understand and adhere to our pricing models.
- Enforce corporate policy on safety, work ethics and time constraints.
- Maintain pro-active discussions of job goals, assign new weekly goals and initiate or suggest plans to motivate workers to achieve work goals to their highest potential.
- Work with existing vendor relationships (gain approval from GM on new vendor relationships as required).
Secondary Responsibilities
Responsibilities may include assisting training employees; planning, assigning, and directing work; addressing complaints and resolving problems. Maintain pro-active discussions of job goals, assigning new weekly goals and initiate or suggest plans to motivate workers to achieve work goals to their highest potential.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence; speak effectively before customers, employees, and potential employees.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, prices/costs, proportions, percentages, area, circumference, and volume.
Reasoning Ability
Solve practical problems and deal with a variety of employee issues.
Certificates, Licenses, Registrations
Maintain violation free Driver's license, all state occupational licenses and certifications and universal refrigerant transition and recovery certification.
Education and/or Experience
Higher education or equivalent from two-year College or technical school; or 5-10 years related experience and/or training; or equivalent combination of education and experience.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk, hear, smell and lift, set-up and climb ladders as well as stairways. The employee is frequently required to stand and occasionally sit. The employee must regularly lift and /or move various weight ranges such as: 0-50 lbs frequently, 51-100 lbs occasionally and 101 plus seldom. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Maintain a neat and clean appearance and utilize all protective equipment provided and as required.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; fumes or airborne particles; toxic or caustic chemicals; outside weather conditions; extreme cold; extreme heat; risk of electrical shock, vibration and may potentially be exposed to explosives and risk of radiation. The noise level in the work environment is usually moderate to high.
Commitment to Safety
It is the policy of EMCOR Services - Betlem to conduct all business activities in a responsible manner, free from recognized hazards; and to respect the environment, health and safety of our employees, customers, suppliers, partners, and community neighbors. EMCOR Services - Betlem is committed to providing a safe and healthy workplace. It will not be satisfied until its premises and services are free of recognized hazards, its employees injury-free, and its operations environmentally friendly. We will provide training, protective equipment, and the safest work environment possible for our employees to perform their jobs, but in the end, safety becomes an individual responsibility. Protecting people and the environment must be part of everything we do and every business decision we make.
Secondary Responsibilities
Responsibilities may include assisting training employees; planning, assigning, and directing work; addressing complaints and resolving problems. Maintain pro-active discussions of job goals, assigning new weekly goals and initiate or suggest plans to motivate workers to achieve work goals to their highest potential.
We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled