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The Service Advisor actively participates in achieving the objectives of the branch. They handle most of the administrative matters, welcomes and informs customers, and is assisting the Service Manager in the day-to-day management of the branch.
This position is on-site at our Greenpoint Brooklyn Branch location.
ADMINISTRATION:
· Physical and telephone reception of customers, suppliers and drivers
· Transfer of incoming calls to the appropriate person or department
· Manage mail received/to be posted at the branch
· Actively participate to recover late payments from customers, with the help of the
Account Receivable department in HQ and KWOTE software
· Preparation of credit note requests and deposit refund requests to be sent to HQ
· Preparation of contract amendment forms according to Branch Manager’s indications
(captive spare assignment, vehicle swap)
· Request end of month mileages from Customers, and enter them in Igloo
· Perform the first level of validation of LD contracts in Igloo
FLEET:
· Visually review vehicles to ensure all compliance stickers and graphics are in place
and up to date, and send the request if any are needed
RENTALS:
· Manage rental requests/replacement trucks and create rental agreements in Igloo
· Make sure all the rental agreements are signed by customers and uploaded in Igloo
· Verify business legitimacy & proof of insurance before rentals
· Perform the billing of CD contracts through Igloo, and perform the rewrites for CDM
and RELAIS trucks
· Complete check-out and check-in process (documents and pictures) for any rentals,
and record any additional damage or missing fuel
· Inform the service manager if repairs are needed on a vehicle
SERVICE:
· Create work orders for vehicles coming in the shop
· Prepare and send POs to suppliers or Mendon Parts Department
· Upload pictures and estimate in the billable repairs shared folder, and update the billable repairs spreadsheet
· Send billable repairs estimate to customers to obtain approval/PO
· Give regular updates to customers on the status of their vehicles in the shop
· Workflow validation level 1
WORKING CONDITIONS:
Shop, office, yards, and vehicle environments, may require lifting of 50 to 75 lbs.
Qualifications