Quotation Specialist

About the Position:

The Quotation Specialist supports company parts and service sales by creating Rebuild, Repair and Pull Through quotes.

The Specialist identifies and captures additional parts and service sales opportunities from customer value agreements (CVA’s”), and other inspections performed by the service department.

The Specialist also creates and maintains Standard Jobs.   

 

Key Responsibilities:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned.

Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons.

Job functions include the following.

Other duties may be assigned.

 


* Quote all types of Cat Dealer and Certified Rebuilds and assure that all required updates are performed during rebuilds.


* Utilize completed inspections from Cat Inspect to prioritize needed repairs, quotes, and gain incremental sales for the parts and service departments.


* Support CVA Quoting as needed.


* Write and transmit rebuild and repair quotes to customers and store quotes in CRM Parts and Service Quoter to allow easy future retrieval if needed.


* Ensure proper compliance with Caterpillar pricing programs and most cost-effective repair options. 


* Maintain a high level of communication between service, parts and sales departments.

Pass on important customer information between departments as needed.


* Work closely with Product Support sales dept to maximize our close rate.


* Ensure quality of inspections being performed by continuous evaluation and coaching.


* Understand and quote all needed repairs from Cat Inspect, TA1, and TA2 inspections.


* Create Standard Jobs using the latest Cat applications.


* Provide standard jobs support for internal personnel.


* Maintains punctual, regular, and predictable attendance.


* Operate company or personal vehicle as needed.

Qualifications:


* High school diploma or general education degree (GED); and a minimum of five years of experience in a heavy industrial environment; or an equivalent combination of education and work experience.


* Service experience specifically as a technician or service writer and some experience in parts department and sales experience are needed.

Employee Benefits:

We offer a competitive benefits package that includes an hourly wage from $ xx to $xx per hour.


* Retirement:   401k w/ Company Match and Profit Sharing


* Paid Time Off:  Paid Vacation, Holiday & Sick Leave


* Health Insurance: Premera Blue Cross Medical w/Telehealth & Dental


* Vision Insurance:  VSP Vision Insurance


* Insurance:  Company Paid Life, AD&D & Disability Insurance


* Guidance Resources:  Employee Assistance Program


* Rewards:  Quarterly Employee Recognition Cash Program


* Discounts:  CAT Products, Rental/Sales Discounts


* Financia...