Demo

Field Customer Service Representative

Universal Roofing LLC
Indianapolis, IN Full Time
POSTED ON 4/2/2025
AVAILABLE BEFORE 5/13/2025
Description:

The Field Customer Service Representative acts as a field-based project manager and customer advocate, providing personalized on-site support throughout construction projects. This role combines project management expertise with exceptional customer service skills to ensure successful project completion within their designated geographic territory.


REQUIRED: KEY RESPONSIBILITIES

Project Oversight:

  • Conduct construction meetings with Property Owners to set expectations and review project scope
  • Perform regular site visits to monitor project progress and quality
  • Coordinate with crew leaders, inside customer service reps, field repairs tech to maintain project timelines
  • Document and photograph project milestones
  • Update ERP with communications, photos, and documentation provided by Property Owner or crews

Customer Experience Management:

  • Serve as additional point of contact for Property Owners throughout field trade lifecycle
  • Proactively address customer concerns and provide real-time project updates
  • Facilitate on-site communication between crews, property owners, and internal employees
  • Guide customers through each phase of their project

Quality Control:

  • Conduct pre and post-project inspections
  • Ensure work meets company standards and customer expectations
  • Document and coordinate punch list items, small repairs as needed
  • Facilitate warranty walk-throughs and follow-up

Field Operations Support:

  • Manage site logistics
  • Identify and resolve potential project delays or issues
  • Support crew needs and resource requirements
  • Manage truck inventory for miscellaneous project items
  • Review and approve labor invoices & receipts from subcontractors
  • Track and report special pay circumstances

Sales Operations Support:

  • Conduct thorough on-site inspections for MRP, PURE, and Inside Sales follow accurately documenting property damage and required repairs
  • Adhering to TPA guidelines
  • Maintain excellent communication with homeowners during inspection
  • Ensure all documents and picture are uploaded to Blaze
  • Communicate with MRP leaders with any issues or changes
  • This is a field position and will revolve around job site travel up to 90% of time
  • Additional Duties as Assigned
Requirements:

REQUIRED: QUALIFICATIONS

  • Education: Associates degree preferred; equivalent experience in construction/project management accepted
  • 3 years in construction project management or customer service
  • Experience with construction processes
  • Valid driver's license and clean driving record
  • Strong project management and problem-solving abilities
  • Excellence in face-to-face customer interaction
  • Proficiency in project management software and mobile applications
  • Knowledge of construction practices and safety requirements
  • Must be able to pass a criminal background check, have a valid driver’s license and a clear drug screen

REQUIRED: KEY PERFORMANCE INDICATORS (KPIS)

  • Quality Score Card
  • Customer Satisfaction (CARE)
  • Project Service Rate
  • REQUIRED: WORKING CONDITIONS
  • Hours: 40 hours weekly
  • Location: to be performed at Elite location
  • Travel: Extensive travel to job sites up to 90% of time

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