My Utilities Benefits Overview

Handle high-volume inbound customer calls: answer, qualify leads, schedule appointments with sales advisors, route and document leads in the CRM, follow up to ensure appointments occur, and coordinate with sales and processing teams.

Manage a growing portfolio of client accounts, support onboarding and ongoing needs, build relationships to ensure retention, run business reviews, partner with internal teams, and monitor account performance and reporting.

The Operations Coordinator is responsible for processing orders, ensuring accuracy, and maintaining organized documentation while collaborating with sales and providers.