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Customer Service Representative-2

CLEAResult Portland, OR
  • Expired: February 05, 2020. Applications are no longer accepted.

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Job Description Summary

CLEAResult is the leading energy efficiency company in North America. We help thousands of businesses and individuals reduce energy use and lower their utility bills through energy programs that we design, market and implement. We achieve all this through financial incentives, education and energy management strategies and solutions.
The Incentive Processing and Contact Center is the best way to get experience in the industry and after some time move into other parts of our company (we are NATION-wide after all.) We train you on building science and invest in you to become a subject matter expert; our people are highly trained and empowered.

We change the way people use energy.
If you are ambitious, fast, transparent, with a reliable attendance and commitment to customer satisfaction you are the perfect match to be part of our team.
We offer: 401 K plan, paid vacation, paid holidays, paid sick leave.

Job Description

Quality Assurance - Processing of rebate / incentive applications and claims for energy savings programs, to ensure that contractual obligations are met, claimed energy savings is reasonable, and payments are properly calculated, approved, paid and recorded. Addresses disputed rebate claim data. Prepares and reviews required documentation. Ensures that standards for contract proposals, including contract clauses and attachments, are observed, and that rebates offered are in compliance with programmatic guidelines. Coordinates the review and revision of procedures, specifications, and forms. Provides input on quality control procedures and documentation. Ensures timely payment of incentive invoices and end user incentives. Performs systematic quality assurance verification.

The Customer Service Representative is a sales & service position with primary focus on making sure tohelp customers save energy and money without sacrificing comfort. The CSRmust be friendly, professional and genuinely interested in the needs of our customers receiving inbound and making outbound calls to existing and current customers in an effort proactively address various customer related needs., achieving daily, weekly, monthly sales targets established by the call center managers.

- Receive inbound calls to resolve customer questions or concerns regarding their account, plans while identifying potential opportunities to renew or extend their existing energy plans.
- Make outbound calls to retain/recapture or offer plans to customers.
- Maintain an acceptable volume of various customer retention and sales per week and month.
- Accurately document and update customer records in the computer system.
- Maintain high levels of confidentiality.
- Proactively offer products and close sales that result from an initial incoming contact with the customer.

Customer Service - Takes and processes transactions internet, and correspondence from customers and stakeholders. Enters and maintains incentives database(s). Maintains knowledge of company products, services, and customer service processes & procedures. Documents conversations with customers, recommends products or services to customers, and advises on program incentives. May be assigned product, program, region or customer accounts. Communicate and resolve disputed rebate claim data. Provides expertise and guidance to customers in interpreting policies to assure program participation and compliance.

Additional Job Description

Physical Demands/Requirements

  • Sit or stand for extended periods of time
  • Bend or reach occasionally
  • Use repetitive hand motion
  • Lift, carry or push up to 15 pounds occasionally  

* Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position. 

Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees.  Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, national origin, marital status, age, sex, gender identity, sexual orientation, status as a qualified individual with a disability or protected veteran, or any other protected status. 

The above job description and job requirements are not intended to be all inclusive.  CLEAResult retains the right to make changes or adjustments to job descriptions and/or requirements at any time without notice. 



Portland, OR