Joseph Smith Jr.
Kingston
Summary
Professional with strong background in advising clients on comfort solutions. Skilled in customer service, sales, and technical knowledge of HVAC systems. Focus on team collaboration and achieving results in dynamic environments. Reliable and adaptable, with excellent problem-solving and communication skills.
Overview
10
10
years of professional experience
Work History
Comfort Specialist
Premier Energy Solutions
10.2023 - Current
- Specialized in selling ductless mini splits (Mitsubishi & Fujitsu primarily) and home standby generators (Kohler, Generac, Briggs & Stratton)
- Trained on Briggs & Stratton SimpliPhi Battery Storage System
- Fully trained in the mobile and office side of ServiceTitan to schedule appointments, quote proposals, and follow up on leads.
- Conduct in-home consultations to assess customer needs and provide system recommendations based on their wants and/or concerns
- Develop detailed proposals for customers that detail the new equipment to be installed and any additional equipment they may need to complete the new installation
- Follow up with customers on a daily basis that have not yet moved forward with a project
- Complete load calculations and system designs for new systems using Conduit Tech Manual J software
- Use Diamond System Builder for Mitsubishi and Design Simulator for Fujitsu to properly size new ductless installations
- Work closely with the Project Managers to ensure new installation jobs go smoothly
- Perform all post-sale follow-ups to ensure customer satisfaction and identify referral opportunities
- Email stock lists to suppliers for materials needed for a new ductless mini split installation
- Attend numerous training sessions on equipment that has improved or become available
- Educate customers on financing options, energy savings, and system benefits
- Inform customers on the Mass Save Program and the opportunities available
- Educated clients on energy efficiency solutions and benefits of home upgrades.
- Trained new Comfort Specialists in Premier on how to use different systems and best practices
Estimator & Interim Service Manager
Tasha Fuels & Propane
08.2022 - 10.2023
- Responsible for speaking with numerous customers per day about heating and cooling questions they may have
- Scheduling consultations with customers to meet in person at their homes to discuss their in home needs
- Develop detailed contracts for customers that detail the new equipment to be installed and any additional equipment they may need to complete the new installation
- Provide estimates for boilers, furnaces, mini split heat pumps, hot water heaters and ducted AC/heat pumps
- Provide estimates to customers for new oil tanks and determine if the current location of the tank, fill and vent meet new Mass State oil code
- Follow up with customers after proposals have been issued to assist with any questions or concerns
- Complete load calculations and system designs for new systems to be installed with AccuLoad Manual J
- Email stock lists to suppliers for materials needed for a new installation
- Attend numerous training sessions on equipment that has improved or become available
- Schedule technicians for heating and cooling system cleanings
- Order parts for inventory in the warehouse and for technician vehicles
- Speak and schedule no heat customers in the wintertime, adjusting schedules with technicians and customers as needed
- Collect payment from customers that recently had a system cleaning or new installation
Estimator & System Design
Williams Energy
10.2020 - 08.2022
- Responsible for speaking with numerous customers per day about heating and cooling questions they may have
- Answer many emails and phone called per day for new and returning customers
- Scheduling consultations with customers to meet in person at their homes to discuss their in home needs
- Develop detailed contracts for customers that detail the new equipment to be installed and any additional equipment they may need to complete the new installation
- Skilled in providing estimates for boilers, furnaces, mini split heat pumps, and ducted AC/heat pumps
- Experienced in using an air duct calculator and resolving air flow issues that may be the cause of under/over sized ductwork
- Trained in AccuLoad Manuel J heat loss program and Mitsubishi Diamond System Builder
- Complete load calculations and system designs for new systems to be installed
- Provide estimates to customers for new oil tanks and determine if the current location of the tank, fill and vent meet new Mass State oil code
- Follow up with customers after proposals have been issued to assist with any questions or concerns
- Work closely with the install team to ensure new installation jobs go smoothly
- Contact suppliers about product availability and develop relationships with suppliers
- Attend numerous training sessions on equipment that has improved or become available
- Gain new customers for oil deliveries and service plans for the company
Residential Energy Specialist
Mass Save – CLEAResult
06.2018 - 10.2020
- Conduct home energy inspections looking for any concerns that may be contributing to high energy costs
- Educate customers on issues going on within their house which they may not know is directly affecting their high energy costs
- Work with the public daily in their own homes
- Work with past and present customers editing contracts and following up on necessary paperwork to make their home more energy efficient
- Collect data at customers’ homes then input into software to identify optimal savings
- Able to stay ahead of work by being proactive in inputting said data into the system the day of and giving the customer an advanced report of any improvements that can be made to their home
- Follow up with any past or present customers as needed to answer any questions they may have
- Perform diagnostic tests such as the combustion safety test
- Developed technical knowledge on building science as well as being able to identify different heating and cooling systems
- BPI Certified
- Extensive knowledge of program offerings such as the Heat Loan and rebates available to customers
- Use resources such as the Building Intelligence Center to identify different heating and cooling systems
- Sell customers insulation and other improvements (such as air sealing) to make for home
Claims Service Center Representative & Claims Service Specialist
Arbella Insurance
10.2015 - 05.2018
- Manage 1st and 3rd party claims from reporting through resolution, maximizing customer service and ensuring appropriate net loss payout.
- Contact with insureds, claimants and witnesses that may have information relating to the loss, either by telephone or in writing
- Receive and respond to numerous calls, voicemails, and emails
- Manage numerous claims and files throughout the day providing the best customer service possible to everyone I speak with
- Investigate claims that are file using multiple systems being alert for any fraud that may occur
- Determine liability using the facts that are presented by insureds, agents, police, witnesses, or other involved in the claim
- Review and evaluate loss to determine coverage, liability and compensability of damages.
- Input and retrieve information using the automated claims system, requests checks, form letters and other correspondence through the automated claim system.
- Negotiate settlements with individuals and other insurance carriers within authority levels
- Receive and Review subrogation claims made by other insurance carriers and negotiate reasonable settlements
- Use all resources around to find an answer if one is unknown i.e. colleagues, management, Massachusetts Auto Policy
- Participate in office round tables that help in determining liability
- Answer phones in a professional, timely manner to assist customers in filing and processing insurance claims
- Demonstrated effective leadership and time management skills while working in the mail room which resulted in the opportunity to become the mail lead after only 4 months
- Able to prioritize and multi-task allowing for multiple projects to be successfully handled at one time
- Frequently selected for new hire call listening and explaining how a day in and out works in claims
- Selected to be a mentor of two new hires with the task of helping train and develop their skills
Education
Bachelor of Science - History
Bridgewater State University
Bridgewater, MA12.2014
Skills
- Client relationship building
- Goal-oriented mindset
- Sales proposals
- Product presentation
- Sales agreements
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Excellent communication
- Objection handling
- Product and service knowledge
- Staff training
Timeline
Comfort Specialist
Premier Energy Solutions
10.2023 - Current
Estimator & Interim Service Manager
Tasha Fuels & Propane
08.2022 - 10.2023
Estimator & System Design
Williams Energy
10.2020 - 08.2022
Residential Energy Specialist
Mass Save – CLEAResult
06.2018 - 10.2020
Claims Service Center Representative & Claims Service Specialist
Arbella Insurance
10.2015 - 05.2018
Bachelor of Science - History
Bridgewater State University