Description

This position provides major inside rental equipment activities ensuring customers ' satisfaction and performing some administrative operational responsibilities.

ESSENTIAL DUTIES:

I. Customer Service - Percent Of Time Spent = 6 0 %

• Accepts and coordinates customer inquiries, requests (phone, walk-in or mail) for rental equipment and closes agreements .

• Meets and talks with customers to discuss, negotiate and close rental fleet sales that are within established guidelines.

• Provides rental customers' price quotes and equipment availability and delivery schedule information.

• Resolves customer's rental complaints and problems to the best customer satisfaction level possible.

• Daily monitors equipment rental schedule and immediately contacts customer with any schedule updates, modifications or delivery problems.

• Assists with telephone collection of past due rental payments.

• Call on rental customers once a month while traveling with Machine or Product Support Sales Representatives.

II. Administrative - Percent Of Time Spent = 3 0%

A. Equipment /Inventory

• Maintains current inventory usage records and ensures accurate and timely billing .

• Serves as a liaison between departments and branches for rental equipment pricing, availability, transportation, and repair. etc.

• Informs sales and rental representatives of rental fleet inventory, activity and rates.

B. Bookkeeping/Invoicing

• Expedites customer credit applications and sets up accounts with the Credit Department in a timely manner .

• Verifies logs, codes and processes billing /invoices.

• Occasionally types of correspondence , memos, quotes, records, reports, etc.

• Maintains rental files (i.e. Rental contracts, certificates of insurance, etc.) and periodically purges and prepares them for storage.

• Invoices rental, leases, and long term rentals . Verifies accuracy of each invoice prior to mailing copy to customer.

• Inputs demos, loaner units, and equipment transfers on computer .

• Prepares daily rental inventory updates.

• Deletes sold lift trucks from PM schedule .

• Works with customers on invoice questions or concerns.

• Works with Accounting Department with invoice inquiries on cash application .

• Issues credit when needed on invoices.

• Prepares monthly rental utilization report .

• Assist service managers with accounts in opening and closing work orders related to rental equipment.

• Checks and files exception reports . Resolves discrepancies (work orders still open and rental billings completed).

• Performs assorted clerical duties such as mail distribution, copying, faxing, and answering telephones, filing and typing miscellaneous labels and envelopes.

III. Training/Cross Selling - Percent Of Time Spent = 10%

• Learns the entire Industrial Divisional product lines.

• Learns the general products and services offered by other divisions.

• Learns support departments functions (Accounting, IS, Credit, etc.) and how they best interact with the Industrial Division.

• Attends training courses as deemed appropriate by the Group Leader.

MINIMUM REQUIREMENTS :

Education :

Two-year college graduate with a technical or a business administration degree or an equivalent combination of education and experience.

Work Experience :

Two years working experience in similar customer service-related position. Basic mechanical and product knowledge is desirable.

Physical:

Must be able to work for long periods while seated .

Other:

Must be PC knowledge with intermediate level skill with keyboard and Microsoft software, preferably Excel and Word . Must have ability to clearly communicate with customers on the phone or in person. Excellent customer relations are a must .

This job description is not intended to be all-inclusive . Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.