Client Service Agent

  • Full Time
  • Permanent
  • Cape Town
  • Applications have closed

The purpose of a Client Services Agent is to co-ordinate job assignments, quotations, invoicing and general administration.
Duties and responsibilities:
• Ensure open communication between company and customer
• Liaise with client regarding queries or other job related enquiries
• Distribution of enquiries to various branches
• Liaise with technical & sales departments to ensure accurate quoting
• Timeous and accurate quotations and invoicing
• Liaising with manufacturers where required, and maintain open communication through job
• Liaising with suppliers to ensure co-ordination of all external work in a timeous fashion
• Quotation follow-ups to assist sales (where applicable)
• Upon confirmation, proceed with scheduling and mobilization
• Arranging of travel requirements for service technicians in Africa
• Ensure job is controlled and coordinated within budget
• Subsistence, communication and insurance for technicians
• Check certificates time sheets after engineers return
• Ensure all front-end information is accurate and complete
• Responsible for remaining informed of the latest pricing policies
• Ensure all job info and costs are captured accurately throughout job costing process
• Maintain live records on the CRM system
• Maintain manufacturers’ certification records
• Ensure proper paperwork is submitted to accounts department
• Ensure accounts are opened for all clients
• Gather information package for technicians
• Respond to clients queries and enquiries after hours when required
• Maintenance of existing customer relationships with allocated house accounts

Education, experience and competencies required:

• Grade 12 (minimum)
• At least 3 years administration experience
• CRM system experience with Bluwave would be advantageous
• Technically competent in the marine services industry
• Creative and enthusiastic
• Strong communication skills at all levels, both written and oral
• Good negotiation skills
• Project management skills
An in-depth knowledge of the Marine Safety industry
• Excellent negotiation skills
• Fully PC literate with a sound understanding of Microsoft office tools
• A minimum requirement of Basic Excel Skills (Advantageous: Intermediate Excel Skills)
• Client liaison training and/or experience
• Ability to interact with managers, customers and sales executives
• Ability to make and action decisions in an effective manner
• Ability to identify and act on key performance indicators
• Well organized with an attention to exacting detail