Account RepresentativeTEI Group • Tampa, FL, United States
Account Representative
TEI Group • Tampa, FL, United States
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job_description.job_card.job_descriptionMaintain 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. 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. 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. 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. 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.
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
Quote & Proposal Support
Performance & Account Tracking
Coordination with Internal Teams
Growth & Retention 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, FL, United States
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