HVAC Service Advisor

 Posted 3 months ago
     
2-5 years experience
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AI Summary

The role involves processing incoming telephone calls for claim approval with service providers, requiring proficiency in HVAC to drive quality repairs. Responsibilities also include reviewing and negotiating claim approvals to ensure costs are equitable and accurately recording all claim information into company systems.

Responsibilities: 

  • Process incoming telephone calls with service providers for claim approval with demonstrated proficiency in HVAC and a focus on driving quality repairs. 
  • Review and negotiate claim approvals to ensure that material costs and diagnosis are equitable and within the established guidelines.  
  • Accurately capture and record claim information into company systems 
  • Follow company guidelines, technical knowledge, and established processes to determine appropriate claim decision. 
  •  Meet or exceed all established Key Performance Indicators. 
  • Work closely with our Service Providers to resolve the customers issue
  • Other duties, offline work and project work as assigned. 

 

Qualifications: 

  •  Proper phone etiquette 
  • HVAC repair and Installation experience and certifications required.
  • Ability to speak and write clearly and accurately. 
  • Demonstrated proficiency in typing and grammar. 
  • Knowledge of relevant software computer applications and equipment 
  • Knowledge of customer service principles and practices 
  • Effective active listening skills 
  • Ability to manage multiple computer screens, applications, projects, and/or priorities. 
  • Ability to drive company performance with a focus on delivering an excellent customer experience. 
  • Possesses, acquires, and maintains the technical/professional expertise required to do the job effectively and to create effective customer solutions. 
  • Technical/professional expertise is demonstrated through problem solving, applying HVAC technical knowledge. 

Conditions: 

  • Must be able to sit for 8+ hours per day with occasional breaks.  
  • Position requires use of headset/microphone. 
  • Quiet, dedicated workspace within home.  

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