Commercial Accounts Coordinator in Fort Lauderdale, FL at Crown Services, Inc

Date Posted: 10/14/2019

Job Snapshot

Job Description

Responsibilities:

1.     Office and Industrial Commercial Proposals

  •  Prepare and submit commercial proposals based on O&I salesmen’s estimates.       
  • Also enter the related cartage tickets to send to dispatch with the related Commercial Service Order(usually prepared by salesman.)  when move is “booked.”
  •  Assist in the preparation of RFPs for larger projects.
  • Request Certificates of Insurance if required prior to move.

2.     Billing 


  • Invoices usually prepared mid-week for jobs completed the prior week. Compared against proposal to make sure everything is billed correctly including pricing, labor and all materials. If a manual(Excel) invoice is created it must match the revenue in the system(Compusource Vans).
  •   As a follow up to weekly billing, there is a monthly audit by reviewing all the jobs in the Vans system to make sure they are billed.

3.     Collections 

  • Check the aging once a week to follow up on delinquent and past due accounts.

4.     O& I files maintained for the O&I salesmen. 

5.     Support and back up Inside Sales-

  • Answer phone when necessary
  • Schedule appointments for HHG residential salespeople from incoming calls when necessary.

Job Requirements

Responsibilities:

1.     Office and Industrial Commercial Proposals

  •  Prepare and submit commercial proposals based on O&I salesmen’s estimates.       
  • Also enter the related cartage tickets to send to dispatch with the related Commercial Service Order(usually prepared by salesman.)  when move is “booked.”
  •  Assist in the preparation of RFPs for larger projects.
  • Request Certificates of Insurance if required prior to move.

2.     Billing 


  • Invoices usually prepared mid-week for jobs completed the prior week. Compared against proposal to make sure everything is billed correctly including pricing, labor and all materials. If a manual(Excel) invoice is created it must match the revenue in the system(Compusource Vans).
  •   As a follow up to weekly billing, there is a monthly audit by reviewing all the jobs in the Vans system to make sure they are billed.

3.     Collections 

  • Check the aging once a week to follow up on delinquent and past due accounts.

4.     O& I files maintained for the O&I salesmen. 

5.     Support and back up Inside Sales-

  • Answer phone when necessary
  • Schedule appointments for HHG residential salespeople from incoming calls when necessary.