Commercial Quote Specialist

Job Description

Job Description

Provides daily quote support on any non-Plan and Spec projects for RSC equipment lines, such as:
Carrier, SRP, Modine, Bosch, Peerless, Friedrich, and Renewaire utilizing WebUI and Quote Pro software. Sales support will include quoting of non-specified private jobs, replacement opportunities, product application & selection assistance, product substitution, literature retrieval, order status requests, submittal requests as appropriate for non-specified quotes, order tracking and logistics, and other support functions as appropriate for the position.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Responsible for providing accurate and timely quotes for equipment and accessories on non-plan and spec opportunities from various sources including call-in, walk-in, email, phone, and any other methods.

Supporting outside/inside sales staff inside area of expertise as required.

Logs all project opportunities on Smartsheet.

Fully knowledgeable in the WebUI system in order to perform stock status searches, product substitution recommendations, price quote requests, etc.

Fulfills customer sales literature/submittal requests on specified quotes.

Provides feedback to improve processes and procedures.

Participates in necessary training classes to acquire and share product and application knowledge.

Provides superior customer service in all written, phone and in-person communications.

Performs order-entry on an accommodation basis to the extent that it does not detract from total customer support.

Insures the accomplishment of any other customer service issue as it pertains to equipment sales.

NA

• Receives general direction working from established policies and objectives. Employee plans and carries out assignments and uses resources to resolve most conflicts that arise. Completed work is checked only to determine feasibility and compatibility with other work, or effectiveness in meeting objectives of the unit.

• 2 Year Associate Degree or relevant HVAC experience
• Familiar with HVAC products and their basic application
• Detail oriented, accurate, proficient with math
• Proficient with MS Office products (Word, Excel & Outlook)
• Self-motivated, and exhibits positive attitude
• Possesses above average communication skills

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to communicate in person and on the telephone. The employee is frequently required to use hands to finger, handle, or feel in order to operate computer keyboard, office equipment, and other essential tasks. The employee is frequently required to sit, stand, walk, bend, stoop, crouch, and reach with hands and arms.
  
  This position infrequently lifts, carries, or otherwise moves and positions objects weighing up to 25 pounds. The noise level in the work environment is usually moderate.