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Pacific Staffing
http://www.pacificstaffing.com
http://www.pacificstaffing.com
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Account Coordinator (Direct Hire)
Posted: 09/13/2023
2023-09-13
2023-10-19
Employment Type:
DirectHire
Industry: Admin Support
Job Number: 1668744-1-1-1-1-1-1-1
Job Description
We are recruiting an Account Coordinator for a successful and growing insurance brokerage in the Sacramento area. The Account Coordinator is responsible for assisting the customer, sales staff, and other team members in the daily functions of proposal and quotation preparation, order processing, expediting, and order management. This is a direct hire and fully onsite opportunity. Pay: $25-30/hour
The ideal candidate has advanced proficiency in Microsoft Excel, strong mathematical skills, and excellent B2B client coordinative/analytical ability.
PRIMARY RESPONSIBILITIES:
SKILLS AND QUALIFICATIONS:
The ideal candidate has advanced proficiency in Microsoft Excel, strong mathematical skills, and excellent B2B client coordinative/analytical ability.
PRIMARY RESPONSIBILITIES:
- Provides internal and external customer service at a high level.
- Produces accurate quotation and order documentation from specification information.
- Reviews quote and order registers for accuracy.
- Researches and resolves order discrepancies.
- Research product and pricing information for bids, quotes, and proposals.
- Produces professional correspondence, proposals, and documentation.
- Provides telephone support for customer inquiries.
- Requests installation manpower for small deliveries from the scheduler.
- Works with vendors to secure schedules, expedite orders and resolve problems.
- Works with Project Management and Operations to resolve damages, returns and punch list items.
- Provides timely customer status reports as required by customer and/or customer service team members.
- Secures special pricing and engineering quotes from manufacturers as required.
- Reviews order conversion forms for accuracy and required signatures.
- Provides appropriate order documentation to customers, sales, project management and operations.
- Assists Accounting staff in resolving invoicing issues and Accounts Payable discrepancies.
SKILLS AND QUALIFICATIONS:
- Bachelors degree in Business Administration or equivalent is preferred.
- 5 years experience in professional services as an Account/B2B Sales Coordinator or Commercial Client onboarding specialist role.
- High level proficiency with Microsoft Excel.
- Ability to work with numerical data with high degree of accuracy.
- Ability to organize and prioritize multiple tasks simultaneously.
- Exceptional customer service skills and a proactive attitude.
- Strong team player.
- High sense of urgency.
- Excellent follow-up skills.
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