Install Planning Clerk

3 months ago

Markham, Canada ENERCARE Full time

Come and join one of North America's largest home and commercial services and energy solutions companies We offer comprehensive benefits, savings match plans, overtime, shift premiums and a DC Pension Plan after 24 months. If you are passionate about delivering 5 Star Customer Service, we would love to hear from you.
**Job Title**: Install Planning Clerk (6-months temp)
**Reporting To**: IP Operations Manager
**Department**: Install Planning
**Location**: Markham
**Rate of Pay**: UNIFOR Clerical Range 2
**File number**: 2663
**Hours of Work**: Monday to Friday from 7:00 a.m. - 3:00 p.m.
The primary focus of this role will involve the ongoing optimization of area Install Technician resources to meet incoming and forecasted customer demands, including finalizing orders, reconciling cash balances and handling escalations. Through the use of a formalized planning process and continuous interaction with Internal and external customers and partners, this key function will ensure that corporate goals are met in a manner that provides best-in-class service delivery and customer satisfaction.

**Responsibilities**:

- Accountable for setting the daily schedule, by including scheduling overnight installs, optimizing the schedule, adjusting for exceptions, and confirming the schedule with installers and subcontractors
- Accountable for proactively scheduling installations for HVAC and Water Heaters and generating BRIOs
- Ensuring a fair and even distribution of workload
- Prepare BRIO reports as required
- Responsible to create orders including creation of the GERS order from the SIPR file, assigning inventory against the job, voiding and updating of orders per EMC and Management
- Responsible for handling the debrief activity with installers upon completions of jobs
- Responsible for collection of payment on orders
- Responsible for the entry GERS order details (Serial Numbers, warranty information, big box sku’s)
- Required to finalize installations including HVACs transactions, Water Heaters (Company installers only) and completing district extras
- In charge of reconciling GERS cash draws for previous day’s work
- Handling of both inbound and outbound calls
- Assist with escalations as necessary
- Filing of envelopes, faxing of red tags, queue management, manual dispatch of work as required
- Provide customer quotes, analyze and interpret forecast and incoming-demand data
- Record forecast variance and resource allocation change information
- Coding out of calls when required
- Provide customers with quotes on installs
- Advise Customers of changes to appointment times
- Undertake special projects and assignments as assigned
- Achieve defined productivity and performance measures on a consistent basis
- Ability to effectively resolve customer complaints to the satisfaction of both customer and the company
- Ability to provide reporting and data analysis as requested by management
- Act as a courteous and friendly central point of contact for both internal and external customers.
- Other duties as assigned by management

**Qualifications**:

- Customer focused with excellent interpersonal skills
- Ability to effectively use W6, GERS, MS Office & Clarify software programs
- Ability to concurrently use various computer information packages in conjunction with telephone / wireless radio communication devices
- Ability to effectively resolve customer complaints to the satisfaction of both customer and the company
- Capable of working well under pressure and understanding business processes
- Proven decision-making skills
- Ability to work in a fast-paced, pressure filled, team environment
- Strong organizational skills
- Capable of doing financial analysis to rectify variances
- Grade 12 education

**Note**: This position applies to UNIFOR Local 975
Enercare is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, colour, ancestry, national origin, religion, sex, age, sexual orientation, gender identity, citizenship, marital status, disability, pregnancy, military status, protected veteran status or other characteristics protected by applicable law. Enercare’s recruitment process includes accommodation for applicants with disabilities in accordance with applicable provincial accessibility laws and regulations. All accommodations will take into account the applicant’s accessibility needs due to disability and are available upon request.

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