Inside Account Manager

Join Egan Company as an Inside Account Manager within our Service team! In this role you will be responsible for supporting customers, technicians and directly supporting dispatch and account managers.

The basic responsibilities of the Inside Account Manager include, but are not limited to the following:

• Direct Support to Account Managers and Field in the Service group.
• Facilitate proposals to customers for repairs and small projects - under the direction of the Account Managers or field staff.
• Manage components of quotes/repairs/service calls to include:
  
  • Notify Dispatch and sales team of parts arrival.
  • Purchasing of equipment and material.
  • Obtain proper licensing, permitting, and insurance.
  • Issue, manage and coordinate subcontractor purchase orders with Dispatch and Sales team.
  • COI/W9/Bond Requests
  
  
• Maintain/verify current pricebook of stock items from our vendors.
• Assist with Technician record keeping such as licenses, profiles, training, etc.
• Facilitate with warehouse staff on tracking of incoming parts and equipment.
• Working with Account Managers and vendors on equipment or parts returns.
• Working with Account Managers and vendors on parts warranties.
• Process permit requests.
• Organize, submit and track RPZ/Fire Inspections for Egan Company utilizing appropriate software systems and databases.
• Manage stock refrigerant and reclaim tanks, including delivery and pick up of tanks.
• Process Equipment Rebates for any and all service related offerings such as boiler, LED lighting and new equipment.
• Direct Support for Egan Customer Portal and Copper Integration, including payment processing on a customer's behalf.
• Maintain exceptional communication and time management skills in a high-paced customer service environment.
• Providing a high level of detail to support customer record keeping.
• Promote all service offerings: mechanical, plumbing, electrical, building automation, fire, security systems, and monitoring.
• Support Account Managers in managing their collectibles.
• Support Accounting with backup documentation per customer or contract billing.
• Support and administer department focused projects.
• Attend required meetings.

• High school diploma or GED required, Bachelor's degree preferred.
• 2+ years of sales or sales-related experience, preferably within mechanical, electrical, or limited energy.

• Working knowledge of estimating processes and procedures including equipment and parts ordering.
• Ability to present to both internal and external groups.
• Ability to learn and promote other areas of the business.
• Proficient in the use of standard office computer programs such as Microsoft Office and Google Suite.
• Strong organizational skills to deal with competing customer needs.
• Demonstrated ability to develop strong relationships.
• Ability to work independently with minimum supervision.
• Strong desire to grow professionally and to learn and retain technical information.

• Performance of duties will be mostly in the office, with visits to customer sites and job sites on occasion.
• Ability to stand or sit for extended periods of time.
• On jobsites expect exposure to loud noise, dirt, and to the elements, along with climbing ladders/stairs, uneven ground, bending, kneeling, and twisting are to be expected on job sites.

Egan supports team members and their families with comprehensive benefits. From robust healthcare benefits and generous paid time off, to flexible working options and career growth opportunities, Egan is committed to providing a workplace that helps you thrive both personally and professionally.

• Health and Well-being: in addition to medical, dental, vision insurance options, flexible spending accounts, life insurance, short-term, or long-term disability coverage, you're offered comprehensive mental healthcare and support for you and your family
• Retirement Plan: we offer robust retirement benefits with a 401(k) plan with company matching contribution and profit sharing
• Time-Off Programs: to help you recharge you'll enjoy a generous PTO program and paid holidays
• Professional Development: we support education or career growth by offering educational assistance and regular learning and development opportunities
• Paid Parental Leave: utilize parental leave which allows for paid time off with a new child
• Rewards and Incentives: we recognize your contributions through additional rewards or compensation that may include our lead incentive program, safety buck program, and annual discretionary bonus
• Community Involvement: our "Beyond the Jobsite" program supports causes in the communities in which we live and work through regular volunteer events to connect with each other and help those in need.

The benefits information listed above may not apply to union positions (benefits for union roles are governed by applicable collective bargaining agreements) nor part-time and temporary roles. View more information about Egan's investment in benefits for you online.

Pay Range: $26.31-$32.48 per hour (subject to such factors as experience, education, and/or skill set), plus potential annual discretionary bonus.

At Egan, you'll be part of a team that shares a passion for redefining the industry by setting a new standard of customer care. Together, we'll promote teamwork, embrace innovation, act with integrity, pursue growth, and prioritize safety. You'll have the opportunity to grow and develop in a company committed to providing the growth and success you're looking for, both for yourself and for the customers you serve. You'll love being part of success shaped by the strength of our team, which is enhanced by:

• Solid history as a legacy leader in specialty contracting and system integration for over 80 years
• Private ownership and operations by employees who work in the company (not a holding company or private equity firm)
• Engaging leadership who prioritizes your safety, your development, and your impact
• A proven track record of employee retention and loyalty
• Flexible and hybrid workplace models that prioritize collaboration and customer needs

From general contractors and architects to building owners and facility engineers, Egan collaborates throughout the entire construction or project process with the shared goal of maintaining best-in-class relationships with our internal teams, customers, and business partners. At over 1,000 employees occupying our offices and work sites, we aim to ensure every project is done with quality craftsmanship, integrity, and an aggressive commitment to safety. In fact, we're proud to be recognized as one of America's Safest Companies for recurring years.

Egan Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, and status with regard to public assistance, protected veteran status, familial status, or other characteristic protected by law.

We do not accept application materials by mail or email except as a reasonable accommodation for qualified disabled applicants. Individuals who are unable to use our online process due to a disability should email recruiting@eganco.com.

Creating and maintaining a safe and drug-free working environment is important to all of us. Employment with Egan requires successful completion of a pre-employment drug screening. We also participate in E-Verify.

Egan reserves the right to hire any individual without legal or financial obligation on unwanted solicitations. Any resume submitted to any employee of Egan without a prior signed search agreement will be considered unsolicited and the property of Egan.

No agency emails, calls, or solicitations will be accepted without a valid agreement.