Document Specialist Job at Insight Global, San Ramon, CA

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  • Insight Global
  • San Ramon, CA

Job Description

Application Processor L1

Location: San Ramon

Schedule: Monday-Friday, 8-hour shifts between 6:00 AM - 5:00 PM

Type: Full-time (40 hours/week)

Contract Duration: 1 year with potential extensions

Openings: 9

Pay Rate: $25.50/hour

Required Qualifications

• 6 months to 5 years of administrative, document processing, or data entry/clerical experience

• Associate's or Bachelor's degree in IT, Environmental Science/Studies, Renewables, Business Management, Engineering, or similar field

• Strong attention to detail

• Excellent written and verbal communication skills

• Team-oriented mindset

• Analytical and problem-solving abilities

• Technical proficiency with management systems or software (SAP, Oracle, Salesforce, SmartSheets, customer ERP, etc.)

Preferred Qualifications

• Experience in utilities, telecom, solar, or renewables industries

Position Overview

Our client partners with homeowners who are adopting renewable energy solutions (solar, electric vehicles, energy storage systems) to facilitate the storage of customer-generated energy to the electric grid. Our team processes applications for home and small business owners, which includes reviewing applications, building permits, and equipment documentation; ensuring accuracy; identifying issues; submitting defect reports; and forwarding accurate applications to engineering review.

Core Responsibilities

Application Review

• Process customer applications, including review of documentation and verification of accuracy

• Send invoices to customers

• Submit defect reports or forward applications to engineering review as appropriate

• Respond to customer inquiries regarding defects, project status, and delay notices

• Analyze project issues and implement solutions to advance projects

• Develop documentation such as job aids and process flow charts

Engineering Review

• Collaborate with Distribution Planning to assess solar installation impacts on the client's network

• Follow up with installers based on feedback from Distribution Engineers

• Use mapping and reporting tools to evaluate transformer capacity for supporting solar installations

• Respond to customer inquiries regarding project status and issues

Meter/Variance Review

• Work with Metering Engineers and follow up with installers based on engineer feedback

• Review solar installation plans and verify interconnection methods shown in technical diagrams

• Respond to customer inquiries regarding project status and issues

Field Metering Review

• Coordinate onsite inspections and meter-related work between installers and internal contacts

• Submit field verification requests

• Communicate with internal partners about inspection findings to update SAP customer records

• Provide follow-up information to installers as needed

• Respond to customer inquiries regarding project status and issues

Job Tags

Full time, Contract work, Monday to Friday, Shift work,

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