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Permit Technician and Customer Service Representative
Permit Technician and Customer Service RepresentativeWindow World of Southwest Florida • Sarasota, FL, US
Permit Technician and Customer Service Representative

Permit Technician and Customer Service Representative

Window World of Southwest Florida • Sarasota, FL, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off

Benefits & Perks


  • Comprehensive process and systems training
  • Paid time off (PTO)
  • Paid holidays
  • Family-oriented company culture
  • Medical insurance
  • Dental insurance

Company Overview


Window World is the largest exterior remodeler in the United States. We are dedicated to delivering a best-in-class customer experience while offering a wide array of residential exterior remodeling products. Our energy-efficient solutions are backed by industry-leading warranties, and we pride ourselves on exceptional attention to detail and customer care. Our mission is simple: to combine exceptional quality and workmanship with superior service—at affordable prices.

Job Summary


The Permit Technician & Customer Service Representative plays a vital role in supporting both current and prospective customers while ensuring permitting and licensing compliance across all projects. This position manages a high volume of inbound and outbound calls, works extensively within our CRM and 360-contract systems, and serves as a liaison between customers, municipalities, and internal departments.
This role requires a positive, energetic, and detail-oriented professional with a strong customer-first mindset. The ideal candidate is organized, proactive, and capable of troubleshooting issues while ensuring clear communication and timely resolution.

Key Responsibilities


Compliance & Licensing


  • Maintain licensing compliance by managing Certificates of Insurance (COIs), qualifier information, and address updates
  • Ensure all compliance documentation remains current and accurate
Permit Management


  • Create, submit, and monitor all permit records within the 360-contract system
  • Track open, expired, pending, and approved permits across all municipalities
  • Apply for all required permits within 30 days of contract signing, pending HOA approval
Document Preparation & Upload


  • Upload all prepared documentation into the 360 system
  • Prepare digital floor plans and measurement sheets for each contract
  • Gather and coordinate required permit forms for qualifier and homeowner signatures prior to submission
Tracking & Reporting


  • Track and manage the status of all active permits
  • Record, maintain, and report permitting data for weekly recap and leadership meetings
Customer Service & Support


  • Manage a high volume of inbound and outbound customer calls
  • Schedule appointments and accurately document customer data within the CRM
  • Troubleshoot product and service issues by identifying root causes, coordinating solutions, and following up to ensure customer understanding and satisfaction

Ideal Candidate Profile


  • Strong organizational and time-management skills
  • Excellent verbal and written communication abilities
  • High attention to detail with the ability to manage multiple priorities
  • Comfortable working in CRM and contract management systems
  • Customer-focused, positive, and solution-oriented mindset

Window World is proud to be an equal opportunity employer and is committed to building a team that reflects our values of integrity, quality, and exceptional service.

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Permit Technician and Customer Service Representative • Sarasota, FL, US

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