Third-Party Portal (3PP) Transactional Support Specialist

Job description

What you will do: This position reports to the Third-Party Portal (3PP) Transactional Support Manager. The individual will process and coordinate customer workorders based off new and existing portal transactions and coordinate with appropriate internal team(s) to facilitate transaction completion. Additionally, this individual will be responsible for producing regular Portal Reporting for their assigned combination of domain, customer and portal. How you will do it: For your assigned combination of Domain (HVAC, Fire, and/or Security), Customer, and Portal (client specific): - Accept new work orders in the 3PP. - Create service requests in JCI system (Oracle ACE/ Genesys/ NxGen/ Mastermind). - Update notes in the JCI system with service details. - Update portal notes with JCI service requests. - Update service schedule dates in the portal from the JCI system - Ensure Not to Exceed (NTE) limits, established by customer, are adhered to. - Perform IVR (Check-In, Check-Out) as needed. - Update completion notes in the 3PP. - Attach inspection reports in the 3PP. - Attach required documentation in the 3PP. - Review On-Hold Report daily for service requests that require your attention. -...