Customer Service Representative (Midshift)

Client Operations Specialist 

Position Overview 

The Client Operations Representative will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE).  This involves, but is not limited to: quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections.  Pre-sales support functions include: pre-qualification of accounts, product pricing, research, configuration and product information.  

What you’ll do at Insight 

• The Client Operations Represenntative will be responsible for developing efficient practices to serve business needs. 
• Work on special projects for clients and sales force as needed. 
• Attend Company, vendor, and publisher trainings and webinars, as directed. 

• Build relationships with other Insight departments and increase efficiencies where applicable. 
• Prioritize and respond to incoming client calls and emails 
• Research technical information on product requests and ensure access to procurement. 
• Responsible for correct and accurate order processing. 
• Prepare, manage and submit sales quotes accurately into the appropriate quote entry system. 
• Research technical information on product requests and ensure access to procurement. 
• Ensure special bid pricing is applied and correct cost is captured on every order before order is released. 
• Ensure contract compliance 
• Provide reporting for clients. 
• Request and/or set up new client sold-to’s, bill-to’s, and ship-to’s as needed. 
• Manage pricing (agreement manager, contract module) and work with vendors on special pricing. 
• Assist clients with their web accounts with Insight. 
• Ensure correct and accurate order fulfillment 
• Responsible for RMA management, credit re-bills and collections facilitation. 
• Follow-up on all open client returns in a timely manner. 
• Follow through to make sure the replacement order (if applicable) is placed and shipped. 
• Positive interaction with Customer Service /Purchasing on RA/Replacements. 
• Keep sales force informed of any problems and final resolution of issue. 
• Provide order status for client base.