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Front Desk Receptionist and Customer Service Representative at Window World of Southwest Florida
Window World of Southwest Florida
Fort Myers, Florida
Administration
Posted 0 days ago
Job Description
Job Description
Job Description
Benefits:
Benefits/Perks
Company Overview
Key Responsibilities
Client & Call Management
- Dental insurance
- Health insurance
- Paid time off
Benefits/Perks
- Process/systems training.
- Paid time off.
- Paid Holidays.
- Family culture.
- Medical Insurance.
- Dental Insurance.
Company Overview
- Window World is the largest exterior remodeler in the United States and we are looking for highly motivated professionals to offer a best-in-class customer experience in support of our wide array of residential exterior remodeling products. Our energy-efficient products are backed by industry-leading warranties, and we offer exceptional attention to detail and customer care. Our mission is simple: to combine exceptional quality and workmanship with superior service at affordable prices.
- Window World Front Desk Receptionist and Customer Service Representative will work with both current and potential customers in a variety of tasks. Day-to-day, this person will manage a high volume of inbound/outbound calls and work within a customer relations management tool (CRM) to schedule appointments and record customer data.
Key Responsibilities
Client & Call Management
- Answer all incoming calls to the local office, identify client accounts, and route calls to the appropriate department or team member.
- Greet showroom guests professionally and guide potential clients through available samples.
- Confirm appointments and assist with lead setting to support sales efforts.
- Sales Lead Setting
- Proactively set and manage sales leads in coordination with design consultants.
- Ensure accurate documentation and follow-up of all incoming leads.
- Support lead conversion by scheduling appointments and maintaining lead tracking systems.
- Sales & Contract Support
- Upload property appraiser floor plans and relevant property information into the system.
- Communicate effectively with design consultants to ensure smooth operations.
- Review, prepare, and submit new contracts for netting.
- Schedule PIS/re-measure appointments in 360 after contracts are netted.
- Scan and record received documents from design consultants in the 360 system.
- Sales Administration
- Maintain and update the local office sales board.
- Ring the sales bell for every new contract received in 360.
- Send daily recap emails to the VP of Sales summarizing previous days sales, quotes, and leads.
- Track and report sales data for weekly recap meetings.
- Send daily emails to design consultants outlining completed installs, payments received, and happy clients for referral opportunities.
- Payroll & Reporting
- Review, prepare, and submit design consultant payroll accurately and on schedule.
- Executive Support
- Assist the VP of Sales with administrative tasks including:
- Drafting and distributing agendas for sales meetings.
- Managing email communications with design consultants.
- Coordinating manufacturer sample requests and follow-ups.
- Supporting demo/no-sale rehash efforts and ongoing installation follow-ups for site visits.
- Assist the VP of Sales with administrative tasks including:
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