About this Quote Specialist role at Shively Diversified Management Services
The Quote Specialist provides quotes to customers by utilizing sales and technical knowledge for the preparation of quote packages.
Responsibilities:
Tasks listed are not meant to be all-encompassing:
• Prepare itemized cost estimates of products or bid requests
• Interact with the sales team, contractors, engineers, and purchasing to determine the best products to be used on the assigned projects
• Interact with manufacture representatives to obtain the best possible cost information
• Work in collaboration with, and provide support and guidance to co-workers with the mutual goal of meeting or exceeding goals and objectives
• Manage the quote process to ensure that all supporting documentation is received and submitted within the specified guidelines
• Build rapport with customers and work to ensure they receive excellent service
• Use computer databases to retrieve necessary customer and inventory information
• Provide pricing, delivery, and other order information to customers
• Provide excellent customer service to internal and external customers
• Report and document Non-Conformances, Corrective Actions, and Continuous Improvements
• Maintain safety and good housekeeping standards for the site
• Make decisions within the limits of general standards or procedures
• Report near misses and incidents and cooperate with investigations
• Demonstrate and exemplify the Shively Bros. Inc. Core Values
• Perform other duties as assigned
Requirements
• Knowledge of product lines and pricing preferred
• Ability to work with little to no supervision
• Excellent communication and interpersonal skills
• Excellent organizational skill and attention to detail
• Proficient computer skills
• Intermediate/advanced knowledge of Microsoft Excel and Word or equivalent applications
• Ability to multitask
EDUCATION AND EXPERIENCE:
• High school diploma or equivalent required
• 1 year of experience in customer service or order processing preferred
PHYSICAL REQUIREMENTS:
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at a time
Benefits
Medical Insurance, Dental Insurance, Vision Insurance, and PTO