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Customer Service Representative

Company:
Creative Financial Staffing
Location:
Monroe, CT, 06468
Posted:
May 23, 2025
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Description:

Why This CSR Role?

70-year-old company with a strong reputation in the home services industry

Fast-paced, team-first environment-laid-back but hardworking

Strong promote-from-within culture-Office Manager started in this exact role

Tons of variety: phone work, scheduling, follow-ups, admin, light tech support

Fun workplace perks: pizza trucks, family events, and box seats at Bridgeport Amphitheater

Great benefits including medical, dental, vision, 401(k), disability, paid vacation, and holidays

Responsibilities of the CSR

Answer inbound customer calls and provide excellent service and support

Schedule HVAC service appointments and input customer information into the CRM (ServiceTitan)

Make outbound follow-up calls on open service quotes, sales estimates, and contract renewals

Support office leadership and the VP with administrative tasks like reports, data entry, and project coordination

Help troubleshoot internal tech issues (training provided)

Maintain accurate digital records of customer interactions and job updates

Coordinate company events, manage RSVPs, and help with event logistics

Use platforms like Excel, Microsoft Teams, Podium, and other cloud-based tools

Qualifications of the CSR

2+ years of customer service or administrative experience; HVAC or home services background is a plus

High school diploma

Tech-savvy-comfortable learning and using multiple platforms and tools

Excellent phone presence; confident making 20+ outbound calls per day

Permanent

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