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Open Positions

At Insight Partners, we’re always looking for talented individuals who are ready to make an impact. If you're driven, solutions-focused, and committed to delivering exceptional service, we invite you to explore our current opportunities below. Join a team where your expertise moves HVAC forward.

  • JOB SUMMARY:

    ​The Field Operations Administrator completes all organizational tasks for the Service Department. Performs all branch level accounting and warranty including customer billing while providing backup support for the Field Operations Resource Coordinator. This position creates a positive customer interaction both internally and externally while ensuring timely completion of all assigned tasks to customer satisfaction.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    The requirements listed below are representative of the knowledge, skill, and/or ability, and physical demands required.

    • Keep Service Module(s) current to ensure timely invoicing and reporting.

    • Accurately prepares service work orders to invoice customers.

    • Follows up on open work orders and billing discrepancies as per policy of company.

    • Assists with the Service Module and provides excellent customer service.

    • Fosters and maintains excellent relationships with customers and vendors.

    • Assists Field Operations Resource Coordinator with scheduling HVAC Service Technicians for service appointments according to scheduling policies.

    • Assists Technicians as needed with diagnosis, authorization or repairs.

    • Prepares service work orders for processing, tracks progress of service work orders within the timelines set.

    • Obtains any needed customer authorization prior to the HVAC Service Technician reporting to work site.

    • Obtains the customer checklist from Insight Team/Customer representative prior to the HVAC Service Technician reporting to work site.

    • Supports the Parts and Warranty Departments with any needed warranty or customer authorization prior to working on units including taking of pictures, faxing in for authorization or any/all procedures as prescribed in the manufacturer's warranty policy & procedure manuals.

    • Works with Parts and Warranty Departments contacting customers as needed to schedule appointments for special order parts.

    • Maintains a "Customer First" attitude always.

    • Performs all other duties as assigned.

    COMPETENCIES:

    • Customer Focus- Ability to put the customer FIRST. Dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.

    • Active Listening- Gives full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

    • Communication- Able to inform orally and in writing, with clarity and good effect. Understands clearly and quickly when instructions or orders are received. Judges what information is important and what is not, and what should be communicated, how, to whom and when.

    • Time Management- Uses time effectively and efficiently. Values time. Concentrates efforts on the more important priorities. Gets more done in less time than others. Can attend to a broader range of activities.

    • Problem Solving- Refers to the ability to solve difficult problems with effective solutions.

    • Organization- Follows policies and procedures. Completes administrative tasks correctly and on time. Supports organization's goals and values.

    QUALIFICATIONS:

    • Education and/or Experience- High School Diploma (or GED or High School Equivalence Certificate required.

    • 1-2 years of retail/wholesale experience preferred.

    • Language Skills- Ability to read, analyze, and interpret documents in English. Ability to respond to common inquiries or complaints from customers (internal and external). Ability to effectively present information to management. Ability to interact clearly and effectively, in both written and oral communication with supervisor, customers, co-workers, vendors, etc.

    • Mathematical Skills- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

    • Computer Skills- To perform this job successfully, an individual should be proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, etc. This role also requires a proficient level of knowledge of Microsoft Office and Adobe. FACTs and/or Field Edge experience is a plus.

    • Other Qualifications- Working knowledge of activities, methods, procedures and policies of a Service Department. General knowledge of HVAC and HVAC product installation activities a plus.

    PHYSICAL DEMANDS:

    While performing the duties of this job, the individual must be able to remain in a stationary position for 90 percent of the time while operating their computer and performing office work. The individual needs to occasionally move about inside the office. They constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, fax machine, and computer printer. They must be able to exchange accurate information with customers and others in the office while interacting. The employee must regularly lift and/or move up to 15 pounds, occasionally lift and/or move up to 25 pounds. The individual must be capable of reviewing their work for errors and make adjustments as necessary.

    WORK ENVIRONMENT:

    The noise level in the work environment is usually low to moderate. The individual frequently works in a controlled climate. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

  • JOB SUMMARY:
    Under the supervision of the Area General Manager - Parts, the Counter Salesperson oversees the operations of the counter direct purchases through the store. This position is responsible for meeting sales goals, by providing excellent customer service to foster positive relationships, while maintaining existing customers and developing new customers.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability, and physical demands required.

     

    • Service customers at the counter by taking orders and entering them into the system accurately

    • Follow company pricing and credit guidelines

    • Increase sales and average order size by means of cross-selling, up-selling, add-on sales and offering promotional sales items as well as new products

    • Promote and sell overages, damaged and discontinued items

    • Drive sales activity through outbound sales calls as directed by management

    • Participate in company-sponsored sales promotions

    • Attend product knowledge meetings as required by management

    • Quickly solve customer problems

    • Retrieve orders from warehouse quickly and accurately

    • Pulling, filling, packing and setting up orders for delivery and pickup

    • Communicate positively with supervisors, sales staff, Team members and customer to coordinate deliveries/ pick-up

    • Maintain the ability to determine the status of an order at any given time

    • Accurately use order entry, computerized systems and other technologies as required

    • Participate in scheduled physical inventory and weekly cycle counts

    • Keep merchandising and counter areas clean and welcoming

    • Keep store inventory stocked; remove or add inventory items to stimulate impulse sales; remove discontinued items from the sales floor

    • Ability to support with warehouse duties including forklift loading/unloading, receiving inventory, stocking inventory, etc.

    • Performs all other duties as assigned

    COMPETENCIES:

     

    • Customer Focus- Ability to put the customer FIRST. Dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust andrespect.

    • Active Listening- Gives full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

    • Communication- Able to inform orally and in writing, with clarify and good effect. Understands clearly and quickly when instructions or orders are received. Judges what information is important and what is not, and what should be communicated, how, to whom and when.

    • Time Management- Uses time effectively and efficiently. Values time. Concentrates efforts on the more important priorities. Gets more done in less time than others. Can attend to a broader range of activities.

    • Problem Solving- Refers to the ability to solve difficult problems with effective solutions.

     

    QUALIFICATIONS:

     

    • Education and/or Experience- High School Diploma (or GED or High School Equivalence Certificate required). 1-2 years of HVAC retail/wholesale experience required. 3-5 years selling or retail experience preferred.

    • Language Skills- Ability to read, analyze, and interpret documents in English. Ability to respond to common inquiries or complaints from customers (internal and external). Ability to effectively present information to management. Ability to interact clearly and effectively, in both written and oral communication with supervisor, customers, co-workers, vendors, etc.

    • Mathematical Skills- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

    • Computer Skills- To perform this job successfully, an individual should be proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, etc. This role requires an intermediate level of knowledge of Microsoft Office. FACTs experience is a plus.

    • Other Qualifications- Forklift certification or ability to get certified within first 30 days is preferred.

     

    PHYSICAL DEMANDS:

     

    While performing the duties of this job, the individual must be able to remain in a stationary position for 70 percent of the time while operating their computer and performing office work. The individual needs to move about inside the office and storefront. They operate motorized equipment and machinery, such as forklifts. They constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, fax machine, and computer printer and warehouse equipment such as hand trucks, box cutters, and tape dispensers. They must be able to exchange accurate information with customers and others in the office while interacting. The employee must regularly lift and/or move up to 25 pounds, occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision and depth perception. The individual must be capable of reviewing their work for errors and making adjustments as necessary.

     

    WORK ENVIRONMENT:

     

    While performing the duties of this job, the individual normally works in an office with controlled climate. The noise level in the office work environment is usually low to moderate. This individual will frequent the warehouse where conditions are controlled by the weather and will occasionally be exposed to wet and/or humid conditions, moving mechanical parts, fumes or airborne particles and toxic or caustic chemicals. The noise level in the warehouse work environment is usually moderate. The individual may operate a forklift if certified.

     

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Job Summary

     

    The HVAC Service Technician serves customers by installing and servicing systems and products. This position fosters positive customer interactions by identifying system issues and completing repairs to the satisfaction of the customer and the company.

    General Duties and Responsibilities

    The requirements listed below are representative of the knowledge, skill, and/or ability, and physical demands required.
     

    • Serves existing accounts by analyzing service orders, planning daily travel schedules, investigating complaints, conducting tests and resolving problems.

    • Establishes service by studying system requirements, ordering and gathering components and parts, completing installation and performing acceptance tests.

    • Maintains rapport with customers by examining complaints, identifying solutions, suggesting improved methods and techniques and recommending system improvements.

    • Keeps personal equipment operating by following operating instructions, troubleshooting breakdowns, maintaining supplies, performing preventive maintenance and calling for repairs.

    • Documents service and installation actions by completing forms, reports, logs, and records.

    • Updates job knowledge by participating in educational opportunities and reading professional publications.

    • Completes required paperwork accurately and timely for Customer and Company.

    • Follows all safety restrictions required by Company, Customer, and OSHA.

    • Ability to understand wiring diagrams.

    • Performs all other duties as assigned.

     

    Competencies

    • Job Knowledge - Includes awareness and possession or mastery of special facts, practices, manual skills and techniques and decision-making methods.

    • Time Management - Uses time effectively and efficiently. Values time. Concentrates efforts on the more important priorities. Gets more done in less time than others. Can attend to a broader range of activities.

    • Communication Oral - Speaks clearly and persuasively. Listens and gets clarification. Responds well to questions. Demonstrates group presentation skills. Participates in meetings.

    • Problem Solving - Solves difficult problems with effective solutions.

    Qualifications

    • Education and/or Experience - High School Diploma (or GED or High School Equivalence Certificate required). 2 or 4-year degree from an accredited trade school, college, or university preferred. 2+ years of HVAC service, preferably in commercial or industrial preferred. NATE certification and EPA certification a plus.

    • Language Skills - Ability to read, analyze, and interpret sales/ticket orders and other documents in English. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to interact clearly and effectively, in both written and oral communication, with supervisor, customers, co-workers, vendors, etc.

    • Computer Skills - To perform this job successfully, an individual should be proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, etc. This role requires an intermediate level of knowledge of Microsoft Office. Other industry platforms are also utilized.

    • Other Qualifications - Valid in-state Driver’s License and clean driving record required Extensive travel is required with occasional overnight stays.

     

    Physical Demands

    While performing the duties of this job, the individual will be standing, climbing, balancing, stooping, kneeling, crouching and crawling 80 percent of the time. This individual will frequently move about inside tight and cramped spaces. This individual is frequently required to walk, use hands and fingers to reach, feel, grasp/manipulate and be able to reach with hands and arms. Specific vision abilities include the ability to see well up close and at a distance, the ability to distinguish, colors, good peripheral vision and depth perception, and the ability to adjust focus. The employee is regularly required to talk and hear. The employee must regularly lift and/or move up to 50 pounds, occasionally lift and/or move up to 100 pounds. The individual must be capable of reviewing their work for errors and making adjustments as necessary.

    The individual must be able to remain in a stationary position for 20 percent of the time while operating their computer and performing office work in their Company vehicle. They must be able to exchange accurate information with customers and others in the office while interacting. They may occasionally operate a computer and other office productivity machinery, such as a calculator, copy machine, fax machine, and computer.
     

    Work Environment

     

    This position requires working outdoors, in mechanical/equipment rooms and in possible extreme weather conditions. The employee is regularly exposed to moving mechanical parts and heavy equipment. The employee is frequently exposed to wet and/or humid conditions, high, precarious places, fumes or airborne particles, outside weather conditions, risk of electrical shock (high voltage) and vibration. The employee is occasionally exposed to toxic or caustic chemicals, extreme cold and extreme heat. The noise level in the work environment is usually moderate to high depending on customer job sites.

     

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

     

    NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

For questions or assistance regarding career opportunities, please contact Joy Cagle at jcagle@insightusa.com

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