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Account Representative

Account Representative

TEI GroupTampa, Florida, United States
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About the Company

TEI Group is a dynamic and innovative elevator company dedicated to delivering exceptional Service, Repair, Modernization and Construction solutions to our clients. With a commitment to Safety, Integrity and Quality, we have established a strong reputation for providing top-notch services that exceed customer expectations.

About the Role

The role involves various responsibilities centered around customer communication, administrative support, performance tracking, and collaboration with internal teams to ensure high-quality service delivery.

Responsibilities

Customer Communication & Support

  • Act as a primary contact for assigned accounts, addressing routine inquiries and concerns.
  • Provide timely updates to customers on service tickets, scheduled visits, and repair status.
  • Respond to requests for quotes, invoices, inspection certificates, and documentation.
  • Ensure clients receive consistent, high-quality service and communication.

Administrative & Account Maintenance

  • Maintain accurate records of customer accounts, contracts, and service agreements.
  • Update CRM and internal systems with call logs, correspondence, and service updates.
  • Track expiring contracts and assist with renewal processing and client outreach.
  • Monitor callback activity and ensure proper follow-up and resolution.

    • Quote & Proposal Support

  • Prepare and send proposals for small repairs, maintenance, and inspection services.
  • Coordinate with estimators and supervisors to gather required information for quotes.
  • Follow up on open proposals to secure approvals and document customer decisions.
  • Assist in preparing bid packages or prequalification forms when needed.

    • Performance & Account Tracking

  • Track KPIs such as callback volume, open proposals, service frequency, and customer satisfaction.
  • Generate basic reports or summaries for internal and external use.
  • Assist account managers with data collection and status updates for larger clients.
  • Support AR follow-up by providing backup documentation or client communication.

    • Coordination with Internal Teams

  • Collaborate with service dispatchers to ensure customer needs are scheduled and fulfilled.
  • Work with billing, operations, and service management to resolve account issues.
  • Participate in regular department meetings to align on account activities.
  • Support customer onboarding and contract setup with internal departments.

    • Growth & Retention Support

  • Identify opportunities to upsell small repairs or additional services during client interactions.
  • Build rapport with clients and act as a proactive support resource.
  • Assist in customer satisfaction follow-up and feedback collection.
  • Help prevent customer attrition by ensuring responsive and thorough support.

    • Qualifications

    High School Diploma or Equivalent

    Required Skills

    Detail Oriented

    Strong Customer Service and Problem-Solving Skills

    Construction or Elevator Experience a plus!

    Equal Opportunity Statement

    TEI Group is an Equal Opportunity Employer. TEI is committed to maintaining a workplace free from harassment (sexual or otherwise) and intimidation of any employee or job applicant. We do not discriminate on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage / civil partnership, pregnancy / maternity, or sexual orientation.

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    Account Representative • Tampa, Florida, United States

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