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Customer Service Proposal Rep I

La Quinta, CA


Under general supervision, performs general clerical support functions within the customer operations section, requiring knowledge of customer service proposal operations and compiles, separates, schedules and coordinates notifications regarding move in and/or setting of new meter; insures appropriate staff receives notification prior to executing actions.

*Performs other duties as assigned.


Customer Service Proposal Representative II differs from Customer Service Proposal Representative I by requiring duties which are of specialized and semi-complex clerical nature and incumbent may have a lead function over lesser skilled clerical personnel.

The incumbent must be familiar with and apply District Regulations Governing the Sale and Use of Electric Energy and Rate Schedule regarding construction fees, connection fees and deposits.

*Keyboard requirements within this classification will be at approximate standard of 45 wpm.


The examples of essential functions listed below are representative but not necessarily exhaustive or descriptive and may be assigned other related functions not listed herein if such functions are a logical assignment for the position.

  • Reviews, enters and maintains customer service proposals into computer and receives payments for customer service proposals, posts, updates and inputs costs within system application process.
  • Responds to questions from customers concerning customer service proposal issues over the telephone or in person; assists customers in directing calls or inquiries to appropriate Project Manager, Coordinator or Service Planner.
  • Receives plans from developers and/or contractors and routes to appropriate Project Manager, Coordinator or Service Planner.
  • Provides up-to-date information to project manager, project coordinator or Service Planner regarding payment status, and assembles and generates reports from database program as required.
  • Operates personal computer and appropriate software application to prepare correspondence and memoranda, and reviews outgoing correspondence for procedural and grammatical content.
  • Receives new service applications and ensures information is correct; creates and updates customer information; and receives applications for new service proposals.
  • Creates required service notifications for new installations and forwards them to service unit for installation; assists troubleshooters and other field personnel by telephone providing additional information regarding run service and setting of meters hot mandrels.
  • Reviews new customer project applicants for credit establishment to insure if a guarantee deposit is required as per district policy.
  • Logs county and/or city inspections, prepares, researches and verifies requirements (fees paid, inspection passed) have been met prior to preparing service notification for release or faxes to appropriate district personnel to complete requested process for customer.
  • Balance and totals cash receipts against computer cash drawer printout, as required; prepares and reconciles bank deposits with cash receipts, verifies funds for deposit, and prepares deposit slips for armored guard pickup.
  • Assigns applicable rate class code, standard industrial codes and horsepower are noted on commercial applications.
  • Reviews meter exchange service notifications regarding customer meter upgrades and enters meter numbers, readings, and forwards information to business and customer relations for processing.
  • Creates and answers service notifications returned by Power Troubleshooters within system application process.
  • Receives and schedules underground inspections.


*Performs other duties as assigned.


To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


  • High school equivalency with supplemental college courses in accounting, bookkeeping and record management.


  • One year of related clerical accounting, billing and power account service notification experience.


  • A valid driver's license issued by the State of California, Department of Motor Vehicles is required.



  • Modern office methods, procedure and equipment; computer operations; methods of handling and accounting for monies; computerized bookkeeping and record keeping procedures; district policies and regulations governing the sale and use of electric energy.
  • Service notifications; system application process and personal computer and appropriate software and programs including Microsoft office; read and understand street and subdivision maps, utility maps.
  • Work plans and meter routing maps; business machines; preparation of bank deposits; division service area; and safe office practices.

Skills/ Abilities

  • Post data and make mathematical calculations rapidly and accurately; work in a team environment; add, subtract, multiply and divide using whole numbers and decimals.
  • Prepare and maintain accurate and complete records and reports; maintain effective relations with the general public and public and private agency representatives; understand the business processes regarding customer operations.
  • Read and interpret documents such as safety rules, subdivision maps, utility maps, work plans, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine narratives, reports and correspondence; provide effective customer service and communicate business needs to employees, customers, contractors, and the general public.
  • Work rapidly and coordinate the issuance of notification within required deadlines; assure coverage during the absence of clerical employees; follow oral and written instructions; operate computer and appropriate software applications and programs; apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Communicate effectively over telephone or in person; understand safety rules and regulations and work safely.
  • Speak Spanish is desired; be prompt and regular in attendance; and work courteously and cooperatively with employees, district customers, developers, contractors, public and/or private agency representatives and the general public.

Tools and Equipment Used

  • General office equipment, computer, typewriter, calculator, currency counter, credit card terminal, receipting machine, cash drawer, copy machine, fax machine, telephone, two-way radio, date stamp, construction plans, maps, computer printouts, reference books, procedure manuals and vehicle.




The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee frequently works in a well-lighted office with climatic controlled temperatures.

The noise level in the work environment is usually moderate to moderately loud.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to talk, listen and hear; sit; use hands to finger, handle, grip or feel objects, tools, or controls; reach forward, downward and upward with hands and arms; the employee is occasionally required to stand; walk; bend at the waist, kneel and stoop.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, dept.

Degree of Physical Effort- 1
An employee in this category will be exposed to physical demands requiring strength, coordinate and dexterity only on occasion.

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