Rebate Processing Specialist-Associate

Direct message the job poster from Center for Sustainable Energy (CSE)

Processes clean transportation rebate applications efficiently and accurately.

Essential Functions and Responsibilities:

• Process clean transportation rebate applications using a customized  CRM system and other computer systems
• Follow detailed, standard practices and operating procedures to review rebate applications and varied, complex supporting documents for accuracy and completeness
• Make quick, consistent decisions following detailed program terms and conditions to determine rebate applicant eligibility
• Provide technical support to applicants for the online application and document submission processes
• Explain complex project requirements to applicants on the phone and in writing
• Use good judgment when speaking with applicants about non-public personal information
• Handle highly sensitive documents that contain non-public personal information, following mandatory security processes
• Use template-based and customized emails to communicate professionally and accurately with rebate applicants
• Prepare and mail rebate checks to rebate applicants
• Work effectively with fellow team members to complete rebate processing tasks, assisting others when opportunities arise
• Identify issues which may require deviation from standard practices and work with team leads to implement solutions
• Communicate with the operations team leads and operations managers to provide status updates, report concerns, and suggest solutions and improvements
• Organize, scan, file, and store hardcopy rebate applications
• Perform other related duties as assigned

Role Specific Responsibilities:

QUALIFICATIONS

Essential Knowledge,

Skills and Abilities

:

Required

• Strong ability to work on more than one program.
• Ability to organize tasks in a way that suits your work style, accommodates your team members, and complies with required processes
• Strong interpersonal and organizational skills
• Ability to communicate facts and constraints effectively verbally and in writing, even during difficult conversations
• Ability to complete assigned work accurately and on time
• Ability to identify alternative solutions to assigned issues and recommend course of action
• Intermediate ability to navigate in Adobe Acrobat PDF files
• Intermediate ability to use Microsoft Outlook, Word, Excel, and Windows 7
• Basic knowledge of customer service principles, project management and best practices with data entry and documentation.

Preferred

• Basic knowledge of and/or interest in electric, plug-in hybrid electric, and other alternative fuel vehicles
• Basic knowledge of and/or interest in local, state, and federal transportation issues related to greenhouse gases (GHGs) and climate change
• Basic knowledge of and/or interest in energy issues with basic understanding of sustainable energy policy and technologies
• Experience working with online customer relationship management (CRM) systems (e.g., )
• Income verification or mortgage processing experience

Education:

• Associate of Arts degree required
• Additional work experience may be substituted for a degree

Experience:

• 2 years of experience in office/clerical work, customer support, application processing, or other areas related to the duties and responsibilities specified.
• A bachelor’s degree may be substituted for some work experience.

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function
  
  Administrative and Customer Service
• Industries Non-profit Organizations

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Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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