Commercial Representative Job Description

Commercial Representative Job Description

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Commercial representative provides leadership to achieve C&I electric and gas energy efficiency, demand management and climate change objectives to advance National Grid’s position as a leader in these fields.

Commercial Representative Duties & Responsibilities

To write an effective commercial representative job description, begin by listing detailed duties, responsibilities and expectations. We have included commercial representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Act as a single point of contact for commercial clients
Resolve contract disputes
Work in a call center capacity to field any and all questions or concerns from clients
Coordinate maintenance schedules between subs, our maintenance techs, and the client
Prepare and deliver sales presentations to grow existing client base
Maintain detailed / accurate communication notes and other needed information with in the commercial database on a daily basis
Understand and follow guidelines as to what constitutes Store Commercial Business vs
Key customer orders and stock transfers in a timely manner
Process Invoice Adjustment Requests expeditiously
Act as the daily point of contact with customers via telephone and email

Commercial Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Commercial Representative

List any licenses or certifications required by the position: VTSP, VSP, A.S.E, CSS, MCSE, NICET, ASE

Education for Commercial Representative

Typically a job would require a certain level of education.

Employers hiring for the commercial representative job most commonly would prefer for their future employee to have a relevant degree such as Associate and High School Degree in Business, Education, Associates, Marketing, Technical, Engineering, Finance, Military, Business/Administration, Management

Skills for Commercial Representative

Desired skills for commercial representative include:

Business partnering
Channels
Customers and competitors
Electric
Energy policy
Industry best practices for delivering sustainable energy products and services for commercial and industrial customers
Market scenario
National and local building codes
Natural gas quality terminology and troubleshooting
Negotiation

Desired experience for commercial representative includes:

Ideally - sales experience selling to mechanical/general contractors direct to owners
Commerical print
Digital cross media campaigns
Or related services and want to grow your income by offering a more strategic, cross-media approach to customers, this is the place for you!
General knowledge of basic software programs such as MS Office and other database systems
Valid Drivers license with a clean DMV record

Commercial Representative Examples

1

Commercial Representative Job Description

Job Description Example
Our growing company is looking to fill the role of commercial representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for commercial representative
  • Ensures customer satisfaction by communicating with clients
  • May process cheques & file sales transactions
  • May be required to balance & transmit sale reports & EFT wire transfers to Ford system for accounting
  • Achieves assigned territory budget and business plan by growing new business while supporting existing customers and tier suppliers
  • Delivers annual business reviews and assists in the development of business, marketing, continuous improvement, and growth plans
  • Identify billing errors that require correction before it can be resubmitted to the payer
  • Meet/exceed monthly quota in Commercial Video, Data, and Phone sales as defined in quota document
  • Meet with multiple dwelling units, apartments, local businesses, colleges, hotels, and secure contracts for all areas of service (cable, digital, internet, and phone)
  • Enter and maintain all leads and accounts in SalesForce.com
  • Prepares and initiates proposals to new Business prospects
Qualifications for commercial representative
  • Requires three years progressively responsible experience in dealing directly with commercial insurance coverage
  • Requires the possession and maintenance of a P&C License in the state of California
  • Microsoft outlook, excel basics
  • Ensures that accounts acquired receive the best possible customer service after the sale is made
  • Resolves any contractual concerns that might occur during the course of the service agreement
  • Compiles and examines all MDU account records to assure timely renegotiation to subscription rates
2

Commercial Representative Job Description

Job Description Example
Our growing company is looking to fill the role of commercial representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for commercial representative
  • Utilize on a daily basis Salesforce.com for the management of leads through account deployment
  • Prepares and forwards various progress reports to the appropriate manager
  • Completes required documentation, reporting, and filing of service contracts
  • May be required to follow up on delinquent commercial accounts and assess commercial address serviceability
  • Maintains ongoing relationship with commercial customers
  • Meet/exceed monthly sales quota in Commercial Video, Data, and Phone sales as defined in quota document
  • Enter and maintain all leads and accounts in Dynamics
  • Utilize on a daily basis Dynamics for the management of leads through account deployment
  • Contribute to sales meetings by providing deeper understanding product workings or applications, of product limitations and nontraditional product usage
  • Serve as technical troubleshooter to customer after sales is closed and while product is being tested or installed
Qualifications for commercial representative
  • Two years outside sales experience preferably business to business
  • Commercial telecommunications sales experience preferred
  • Support sales activities through specialized technical or scientific knowledge/product applications
  • Must be proficient in English (written and verbal technical communication), and possess computer skills
  • Windows-based Excel, Power Point, Word, Project, Use of latest mobile technology is highly desirable
  • May process cheques and file sales transactions
3

Commercial Representative Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of commercial representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for commercial representative
  • Take first reports
  • Follow up for claim number and adjuster name
  • Review method used to evaluate and adjust the claim
  • Work with the insurance adjuster to assure the claim is being handled within the program outlines and the adjuster follows the statutory laws of each state
  • Assists the insured with claim issues not related to claims reported to the insurance carrier
  • Direction given to assist them with 3rd party claims
  • Determine proper carrier and coverage that best relates to the claim situation
  • Identify the proper course of action to take and follow through on that plan to assure the claim is being handled properly
  • Evaluate the details of a claim to decide if the circumstances require the need to report the claim to the excess carrier
  • Acts as the direct liaison between Primary Relationship Officers (PRO), agent banks, participating banks and other Bank units in fulfilling the servicing (loan, deposit, cash management, investments, ) needs of clients
Qualifications for commercial representative
  • Self-starter who can assess work volumes and ensure timely completion of these prioritized tasks
  • Bachelors degree in pharmacy, medicine, veterinary, biology or dentistry
  • Good working knowledge of Auto Commercial coverages, PIP, Medical Payments Dealer Garage coverages and how they relate to loaner car situations
  • Understanding of subrogations processes
  • Experience in the adjustment of 1st party and 3rd party auto property procedures (this experience could be obtained while handling claims within the department)
  • VEHICLE CLAIMS EXPERIENCE NEEDED!!!!!
4

Commercial Representative Job Description

Job Description Example
Our company is growing rapidly and is looking for a commercial representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for commercial representative
  • Coordinates the overdraft, delinquent loan, maturing loan, receivable, loan preparation, expired lines, and other required reports with PROs and PMOs
  • Consolidates information to complete various reports for management purposes
  • Prints and distributes certain management reports from various systems to internal departments within Commercial Banking Group
  • On a relief basis, may temporarily perform the job responsibilities of another Commercial Banking Service & Support (CBSS) Service Representative or Commercial Banking Center (CBC) Service Representative
  • Check and have signed documents for offer of financing letters and security
  • Ensure the follow-up of the clients’ files according to the set deadlines
  • Lead the trouble shooting and diagnosis of problems in ever changing and ambiguous situations, applying analytical and engineering principles to best service commercial customers and dealers
  • Engage and support cross functional issue resolution teams as needed
  • Flag and elevate failures trends and field concern areas to feed early warning meetings driving where focus should be placed
  • Create standards for processes and solutions for both dealer and end customers
Qualifications for commercial representative
  • One to two years of commercial banking service experience, Commercial Deposits, Commercial Loans and Cash Management, preferred
  • Knowledge of Bank financial products and services
  • Participate in technical service team initiatives, problem solving and continuous improvement efforts
  • Provide telephone and electronic case support for escalated commercial cases and warranty claim authorizations
  • Assist dealers and primarily commercial customers with vehicle troubleshooting, diagnostic and repair assistance
  • Plan, schedule and conduct in-person dealer and customer visits as needed to resolve technical vehicle concerns
5

Commercial Representative Job Description

Job Description Example
Our company is searching for experienced candidates for the position of commercial representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for commercial representative
  • Actively participate in the development, review and continual maturation of commercial technical training class material
  • Assist in the development, review and feedback for commercial technical service manuals, videos, team tip articles, bulletin information, part numbers and repair procedures
  • Aid in commercial-specific model service manuals, photo research, diagnostic and testing development
  • Conduct and schedule flat rate time studies for warranty flat rate manuals
  • Manage escalated commercial service cases and delegate standard commercial cases / issues to commercial service dealers for resolution
  • Maintains a commanding knowledge of Tyco Integrated Security's product line (both current and legacy technology), the services that Tyco Integrated Security provides
  • Reading, interpreting, negotiating, and understanding contracts related to the business
  • Negotiations with producer on contracts, issues and dispute resolution
  • Troubleshooting and coordinating pre-emptive action to minimize disruption and defend company interests
  • Prepare and assist with presentations to customers and management
Qualifications for commercial representative
  • Both mechanical and electrical technical experience required
  • 3-5 years of technical customer service experience required
  • Ability to participate in litigation
  • Self-motivated hunter who wants unlimited earning potential
  • The ability to prospect, propose, and close new business
  • Degree with a technical or business concentration

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