Customer Service Representative (National Accounts)

We do not accept unsolicited resumes from third-party agencies. Resumes submitted without prior approval from our Talent Acquisition team will not be eligible for placement fees. Company Overview At Fortis Fire & Safety, we provide industry-leading fire protection & security services across the United States. Our ever-growing footprint can be seen in California, Florida, North Carolina, and Chicago, and we are acquiring new brands all the time. We are proud to work together as one team under the Fortis Fire & Safety family, which includes CJ Suppression, Diversified Systems, Inc., Integrated Fire & Security Solutions, LaMarco Systems, LifeSafety Management, Piper Fire Protection, and VFS Fire & Security Services. United by a shared mission, we deliver comprehensive fire protection and security solutions nationwide. Joining Fortis means becoming part of a nationwide, next-generation fire protection company. We’re dedicated to a People-First philosophy, where we invest in our team through training and development, as well as a competitive benefits package. In return, we expect the very best from each of our employees every day. If you are ready to be exceptional in your chosen career, apply to work with us today! Here at Fortis and throughout our family of brands, we offer a comprehensive benefits package that includes: Paid vacation and sick time Company Paid Holidays Additional paid time off for life events (e.g., jury duty, bereavement) Competitive compensation 401(k) retirement plan with competitive company match Medical, Dental, and Vision insurance Short-term/Long-term disability insurance Life Insurance Career Advancement Opportunities and more! **This is a general overview of benefits. Specific eligibility and coverage details will be provided during the hiring process** Job Summary: Fortis Fire & Safety's Schaumburg, IL HQ is seeking a detail-oriented Customer Service Representative to support the National Accounts team by managing the day-to-day transactional workflow for assigned accounts. This role owns work order setup, portal updates, scheduling coordination, customer-required documentation, and routine follow-up to ensure accurate, timely service delivery across multiple branch locations. This is a process-focused, execution-driven position ideal for a highly organized professional who excels at coordinating details, tracking open items, and keeping workflows moving. The CSR serves as a central coordination point between customers, branches, and the National Accounts team, focusing on transactional execution rather than account strategy, customer relationship ownership, or pricing decisions, which reside with the Account Manager, Operations Lead, and Director. Success in this role requires strong follow-up discipline, comfort working within multiple systems and customer portals, and the ability to escalate issues appropriately. Essential Duties and Responsibilities: Create, update, and maintain work orders in Q360, including entering customer, site, and service details accurately. Manage customer portal updates, ensuring information is current and aligned with account requirements. Coordinate inspection scheduling and send inspection lists to the appropriate branches. Update ETA dates in relevant systems once provided by the branch. Handle service call intake and setup, and confirm branch ETAs for service requests. Perform routine branch follow-up to keep open items moving toward completion. Track open calls and maintain accurate, up-to-date status information for assigned accounts. Upload reports and invoices to customer portals in accordance with account requirements. Conduct basic QA/QC checklist review to verify documentation completeness and accuracy. Prepare and submit invoice packages. Follow up on missing branch documentation and ensure required items are obtained. Escalate stuck workflow, workload issues, branch non-response, or unclear processes to the Operations Lead. Escalate to the Account Manager wh…