What are the responsibilities and job description for the Office Clerk UGI position at UGI HVAC?
UGI Heating, Cooling & Plumbing has served homeowners in Pennsylvania for over a century. Our team of talented, experienced and continuously trained technicians specialize in residential HVAC services. UGI was acquired by HomeServe USA, a Brookfield Infrastructure Group portfolio company, is a Great Place to Work, and while we’re biased, we’re not just saying that. We’re proud to have been certified as a Great place to Work the last five years. What does HomeServe do and what makes it so great? Well, we’re glad you asked!
We put people at the heart of everything we do. That’s priority number one for all of us. For the nearly 5 million customers we serve, that means being there when they have an emergency home repair need, such as getting their a/c working, clearing their clogged pipes, or fixing broken electrical systems. With over 1,300 municipal and utility partners, that means providing their customers with access to affordable home repair plans, making it easier, faster and less expensive to have their home repair needs met. And for the more than 1,500 people working alongside us, it means fostering a rewarding, inclusive and challenging career experience that we think is second to none. At HomeServe, everyone is welcome. We know that having diverse teams has a positive impact on our work and ultimately helps us better serve our customers.
No matter your role at HomeServe, you’re part of a growing team that’s working to make home repairs and improvements easy.
Position Description:
The Office Clerk performs daily back-office duties including billing, permits, etc. May include other miscellaneous tasks including but not limited to customer inquiries, assisting with the parts and install process, scheduling, and other various tasks using Microsoft Word and Excel.
- Receiving and researching Purchase Orders. Including maintaining proper files for packing slips/invoices
- Reviewing and updating POs from daily/monthly reports.
- Processing install folders for truck restock and researching any possible POs left open on the ticket.
- Reordering of truck stock for Service Technicians.
- Reviewing inventory discrepancies.
- Working with townships and municipalities to process all permits for equipment installations.
- Residential ticket billing, review and correct daily reports, verify payment, verify inventory ticket, create invoices when needed, follow up with field employees on missing payments.
- Providing field employees with POs for material/parts pick up.
- Processing credit card payments for field employees.
- Cross training in other duties and backup for others in the office.
- Other responsibilities as assigned.
Skills & Requirements:
- High School Diploma required.
- Competency in MS Windows, MS Suite, and MS Outlook.
- Ability to type a minimum of 30 wpm is preferred.
- Well organized, detail oriented with ability to work under pressure and meet deadlines while managing multiple concurrent tasks.
- Ability to work independently.
- Strong analytical, verbal, and written communication and interpersonal skills.
- Ability to work overtime during month-end and peak heating and cooling seasons is a must.
- Past inventory management experience a plus.
- Experience in HVAC business a plus
Work Environment:
Work is performed primarily in office 5 times a week during a work week with flexible start times. Preferred working hours are as such: 7:30AM – 4:00PM. The noise level in the work environment is usually moderate to low in office settings.
HomeServe USA is an equal opportunity employer.
#UGI
