Meghan Boots

• Engaged customers by actively selling company products and services in a retail environment.
• Assisted customers with product selection, pricing, availability, and refunds/exchanges, fostering informed purchasing decisions.
• Troubleshot order processing issues, ensuring customer satisfaction and maximizing sales opportunities.
• Supported walk-in retail and contractor customers by addressing inquiries via phone and email, enhancing overall customer experience.
• Provide material take offs, estimates and pricing.
• Schedule the production and delivery of orders.
• Provide assistance to less experienced Inside Sales Representatives.

• Represented company during sales process by collecting customer product needs and design specifications, acting as liaison among purchasing, inside design staff, production staff, and customers.
• Generated sales opportunities by researching client needs, industry competition, and understanding features and benefits of company products.
• Obtained product orders, measurements, and specifications; troubleshot issues in the field for various products including building materials, millwork, and structural components.
• Actively engaged in increasing knowledge of sales techniques and developing product and industry knowledge through attending company training programs and developing knowledge of residential, rural, industrial and commercial construction.

• Direct the operation of all aspects of inside (contractor) sales and assist outside sales representatives.
• Streamlined inside sales processes and practices to enhance customer support and satisfaction.
• Collaborated with Sales Manager and General Manager to integrate efforts of inside and outside sales personnel.
• Assessed staffing needs to align with sales and profit objectives while fulfilling managerial duties.

• Client implementation.

• Direct contact for the client for any issues related to day-to-day case management.

• Review client cases with alerts set.

• Client notification on any important cases. • Coordination of surveillance on cases requiring mandatory regulatory reporting.

• Review of initial product list for accuracy as well as ongoing updates as needed.

• Keeping complete, up to date information in Client Information Folder.

• Coordinate staff training if needed for client products.

• Delegate customer service staff duties

• Provide information and guidance to customer service staff

• Facilitate annual review meetings with current clients to discuss client's needs, solicit feedback, go over processes etc.

• Complete client specific duties as requested by client and assigned by senior management.

• Fulfillment and tracking of reimbursement payments and replacements.

• General data entry.

• Management and documentation of Customer Service related communication.