The Prequalification team member is responsible for managing customer interactions related to property surveys, scheduling appointments, and ensuring clear communication about document requirements. This role also involves reviewing and verifying prequalification documents for accuracy, completeness, and compliance with the latest standards. The prequalification team member will ensure that all documents meet the eligibility criteria, including those for ECO-4/GBIS, and communicate necessary information to both customers and the compliance team. Attention to detail is critical in ensuring all documents are valid, acceptable, and meet company/Ofgem requirements.
Key responsibilities include:
* Customer Interaction: Engage with customers via phone to schedule survey appointments, providing clear and concise information about the survey process.
* Compliance Communication& Documents Review: Communicate with customers regarding the documents required for the compliance team, ensuring that all necessary documents are submitted on time. Carefully review prequalification documents for accuracy, completeness, and compliance with industry standards.
* Document Validity Checks: Verify the validity, expiry dates, and acceptability of documents, ensuring that all necessary documents are current and meet eligibility criteria.
* Up-to-Date Document Knowledge & Eligibility Criteria: Stay informed of the latest list of required documents and ensure all documents submitted align with current company and industry standards. Be knowledgeable of eligibility criteria for ECO-4/GBIS for each group and ensure that submitted documents meet these requirements.
* LA Flex Application Process: Understand the process for applying for LA Flex for customers who are not on benefits and provide clear instructions to customers on how to proceed with the application.
* Team Coordination: Work closely with the installs& compliance team to ensure all documents are reviewed and processed promptly.
Skills & Requirements:
* 2 to 3 years of experience in customer services.
* Strong negotiation and communication skills.
* Excellent organizational and time-management abilities.
* Advanced proficiency in MS Excel (e.g., formulas, pivot tables, data analysis).
* Ability to manage and analyse procurement data, including conducting price comparisons and cost analysis.
* Proficiency in software and tools (e.g., CRM,ERP systems).
* Analytical mindset with attention to detail.
* Knowledge of procurement regulations and industry best practices.
Key Skills & Competencies
* Excellent written and verbal communication skills with a strong attention to detail.
* Strong organizational and project management skills with the ability to work to tight deadlines.
* Proficient in Microsoft Office Suite (Word, Excel, Outlook, SharePoint).
* Understanding of the energy-saving, sustainability, or construction industry.
* Ability to work independently and collaboratively as part of a team.
Qualifications & Experience
* Degree in Business, Administration, Sustainability, or related discipline (desirable but not essential).
* Minimum 1–2 years of experience of customer interaction.
* Experience in the energy efficiency, construction, facilities management, or sustainability sector is advantageous.
* Familiarity with ISO 9001, ISO 14001, ISO 45001, and PAS 2035/2030 standards (desirable)
If you have significant relevant experience, please do apply now
Job Type: Full-time
Pay: £26,000.00-£30,000.00 per year
Benefits:
* Company pension
* On-site parking
Language:
* English (preferred)
Work Location: In person