Office Clerk UGI

HomeServe

Full-time - Entry Level

1,001-5,000 employees

Specialty Trade Contractors

About the position

The Office Clerk at HomeServe USA is responsible for performing various back-office duties essential for the smooth operation of the HVAC review process. This role involves handling billing, permits, customer inquiries, and assisting with inventory management, all while utilizing Microsoft Office tools. The position requires strong organizational skills and the ability to manage multiple tasks under pressure, contributing to the overall efficiency of the office.

Responsibilities

• Perform daily back-office duties including billing and permits.
• Receive and research purchase orders (POs) and maintain proper files for packing slips/invoices.
• Review and update POs from daily/monthly reports.
• Process install folders for truck restock and research any open POs on tickets.
• Reorder truck stock for Service Technicians.
• Review inventory discrepancies.
• Work with townships and municipalities to process permits for equipment installations.
• Handle residential ticket billing, review and correct daily reports, verify payments, and create invoices as needed.
• Provide field employees with POs for material/parts pick up.
• Process credit card payments for field employees.
• Cross-train in other duties and provide backup for other office responsibilities as assigned.

Requirements

• High School Diploma required.
• Competency in MS Windows, MS Suite, and MS Outlook.
• Ability to type a minimum of 30 wpm is preferred.
• Well organized and detail-oriented with the ability to work under pressure and meet deadlines.
• Ability to work independently.
• Strong analytical, verbal, and written communication skills.
• Interpersonal skills are essential.
• Past inventory management experience is a plus.
• Experience in the HVAC business is a plus.
• Ability to work overtime during month-end and peak heating and cooling seasons is a must.

Nice-to-haves

• Experience in inventory management.
• Experience in the HVAC business.