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Here’s what to expect:

• Customer’s goals and objectives. The account manager should understand the customer’s goals and objectives for their energy usage. This information will help the account manager tailor their services to meet the customer’s specific needs.
• Current energy contract. The account manager should understand the terms of the customer’s current energy contract, including the contract price, contract length, and any early termination fees. This information will be helpful in determining if the customer is optimized and if the service we are providing is reliable. The account manager should also be looking to assure the customer is on the right tariff.
• Billing history and payment history. The account manager should review the customer’s billing history and payment history. This information can help identify any billing errors or payment problems.
• Energy usage patterns. This includes the customer’s historical energy usage, as well as their current usage trends. The account manager can use this information to identify opportunities for the customer to reduce their energy consumption.
• Options for reducing energy consumption. The account manager should be familiar with the different options available to customers for reducing their energy consumption. This includes energy efficiency measures, renewable energy options, and demand response programs.
• Eligibility for energy efficiency rebates or incentives. The account manager should be aware of any energy efficiency rebates or incentives that the customer may be eligible for. These programs can help the customer save money on their energy bills.
• All other. The account manager should solicit any other issues the customer would like to discuss.

In addition to these basics, the utility account manager should also be:

• Proactive. The account manager should take the initiative to reach out to customers and offer assistance. This could include providing energy efficiency tips, or helping customers find the right energy contract.
• Responsive. The account manager should be quick to respond to customer inquiries and concerns. This will help build trust and rapport with the customer.
• Knowledgeable. The account manager should have a deep understanding of the utility industry and the different energy options available to customers. This will allow them to provide the customer with accurate and helpful information.
• Reliable. The account manager should be someone that the customer can trust to deliver on their promises. This will help build a long-term relationship with the customer.

By covering these basics and providing excellent customer service, utility account managers can build strong relationships with their large customers and help them achieve their energy goals.

Here are some additional tips for utility account managers:

• Use data analytics to identify trends and opportunities for customers to save energy.
• Stay up to date on the latest energy technologies and regulations.
• Partner with other organizations, such as energy efficiency retailers or renewable energy providers, to offer customers more comprehensive solutions.
• Be patient and persistent. It takes time to build trust and rapport with large customers.
• Get contact info for emergency issues like planned power outages as well as a contact for all financial issues.

By following these tips, utility account managers can play a vital role in helping their customers reduce their energy consumption and save money.