Customer Service Intake Coordinator

Milton CAT is looking for a highly organized and customer-focused Customer Service Intake Coordinator to be the first point of contact for customers seeking service support. In this key role, you will interact directly with customers, gather detailed service request information, and ensure accurate documentation of their needs. While this role does not involve scheduling service or planning shop jobs, you will provide all necessary details to the appropriate Service Departments to enable timely and accurate job execution. Success in this role requires strong communication skills, a positive attitude, and high attention to detail.

Note: We are recruiting for two open position and have advertised this position in multiple cities within our territory.

Starting Pay: From $23.00/hour, based on location and experience.

Why join Milton CAT?
Milton CAT, a privately held company, is the exclusive distributor of Caterpillar earthmoving and construction machinery, engines, and generator products in the Northeast. We offer rewarding careers with extensive and ongoing training and have opportunities for you to develop and grow your career while making the most of your skills and strengths. Whether you're looking for a steady job with great, family-friendly benefits, or an exciting place to start your career and grow within the organization, Milton CAT is the place for you.

Join an exceptional team that cares about you and invests in your future. Our excellent benefits include:

Paid Time Off + 8 company-paid holidays
• Medical, Dental, and Vision insurance options for employees and their families
• Disability & Life Insurance Packages
• Competitive Retirement Plan
• Tuition Reimbursement - available to FT employees with 1 year+ of service
• Safety and Wellness Program
• Employee Referral Program

• Answer inbound calls and receive customer service requests
• Create service calls with accurate segmentation, clearly defining the scope of work
• Review and document warranty coverage, CVA (Customer Value Agreements), Product Link connectivity data, and previous relevant service history
• Submit service calls to the appropriate Service Supervisor's schedule (shop or field), or initiate quote requests as needed
• Provide customers with basic updates based on available scheduling information

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 ability required.

• High school diploma or (GED) equivalent, with college or trade school preferred.
• Ability to effectively lead, influence and communicate with others both internally and externally.
• Proficient in the use of a computer and related software (Word, Excel, etc.).
• Strong written and verbal communication skills.
• Strong problem-solving skills and be detailed oriented with a high level of accuracy.
• Basic math skills.
• Ability to perform duties with a sense of urgency, exceeding customer expectations.
• Ability to work with minimal supervision.
• Excellent organizational skills.
• Ability to handle changing priorities in a dynamic fast paced environment.

Preferred Skills and Competencies

• Heavy equipment service/maintenance knowledge a plus.

This job description is not intended to be all-inclusive. Your supervisor may request and assign similar duties.

Resumes that are mailed, emailed or hand-delivered to Milton CAT or any employee will not be considered. You must apply online. A background check and a drug test are required as part of our pre-employment process.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. Milton CAT is a Drug-Free workplace.