Schwickert's Planned Services Specialist

POSITION SUMMARY:

The Planned Services Specialist will assist in the daily operations of all planned services offered to our Commercial and Residential customers including our in-house asset management system, Tecta Tracker.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Create, review, edit & finalize Tecta Tracker projects and reports in a timely manner.
• Create records, summaries, updates to ensure better communication and company-wide understanding of the Tecta Tracker program.
• Monitor and coordinate the planning and implementation of the Tecta Tracker program and the projects, policies and practices that it involves.
• Support planning and coordination of the Tecta Tracker program and its activities.
• Maintain updated records and reports.
• Resolve administrative issues by analyzing information
• Communicate with team members to ensure maximum efficiency, including keeping them up-to-date with relevant project information, deadlines, etc. and maintaining constant communication with multiple service managers.
• Update customer cards, equipment cards, scheduled maintenance cards, etc.
• Set up schedules to run all planned services throughout the year
• Communicate with scheduling department on service ticket status
• Communicate with customers on warranties about to expire, or a skipped planned service.
• Support growth and program development

JOB SPECIFICATION:

Education/Experience: Associate’s Degree or equivalent from two-year college or technical school; or at least one year related experience and/or training; or an equivalent combination of education and experience.

Knowledge, Skills, and Abilities:

• Demonstrated ability to maintain high levels of confidentiality.
• Strong attention to detail and accuracy.
• Strong phone contact handling skills and active listening.
• Customer orientation and ability to adapt/respond to different types of people and situations.
• Highly motivated and strong initiative for learning and quick implementation
• Ability to multi-task, prioritize, and manage time effectively in a fast paced, high volume environment
• Good written and oral communication skills.
• Highly customer service oriented.
• Strong data entry skills.
• Proficient with speed and accuracy in the use of a computer keyboard, including the 10-key by touch.
• Strong proficiency using MS Outlook, Word, and Excel.
• Demonstrated capability to interface and maintain effective relationships with all level of employees in a team-oriented environment.
• Other critical skills include planning & organizing; problem identification/resolution, multi-tasking, follow-through skills to bring tasks to closure in a timely manner, priority setting, and having a sense of urgency in accomplishing tasks in a timely manner.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is also required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.