Client Service Agent

6 months ago


Cape Town, South Africa SFG Engineering Services Full time

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



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