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Client Services Administrator
2 months ago
The Position & Responsibilities:
• Providing administrative office support for a growing team.
• Understanding energy procurement and the pricing process and applying this knowledge.
• Provide accurate online data entry.
• To monitor and manage the collation of bills from prospective and existing clients.
• Using our CRM system and learning how to use it to its full capacity.
• Contract management: Logging contracts, live dates, and terminations. Determine contract start dates, end dates and energy consumptions by contacting suppliers and / or using available in-house systems.
• Prepare Excel spreadsheets for clients and suppliers.
• Helping to identify clients who are in a position to renew contracts and understanding the renewal process.
• Enter signed contracts onto office system and assist the processing of contracts through to suppliers using bespoke portals.
• Dealing with suppliers on a day to day regarding problem solving and queries via phone calls or emails.
• Preparing and updating documents for clients to sign.
• Obtaining Company Reg. Nos using Companies House.
• Preparing and sending VAT Declarations to suppliers.
• Preparing and sending Direct Debit Mandates to suppliers.
• Submitting meter reads.
• Potential to grow portfolio and seek opportunities