Admin – Sales Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Daily review of the sales pipeline to evaluate the status of each job within the process.

• Identify jobs that have become stagnant or are lingering at a stage longer than anticipated and bring them to the manager's attention.

• Reach out to sales representatives via text using the Podium phone system or CRM messaging to gather any missing information and facilitate job progression.

• Accurately and promptly update job records in the CRM based on information received from the sales team.

• Monitor the pipeline for discrepancies, missing documentation, or halted progress and proactively highlight any issues that require action.

• Elevate concerns or unusual trends to the operations manager rather than allowing problems to remain unaddressed.

• Contact insurance companies on behalf of active claims.

• Follow up on outstanding claims, request status updates, verify coverage details, and document results in the CRM.

• Clearly and professionally communicate with insurance adjusters and representatives.

• Track insurance call activity and identify claims that need escalation or further attention.

• Maintain organized records of all insurance interactions for internal reference and management review.

• Send professional, template-based emails to clients at crucial points in the job process.

• Ensure clients receive timely updates and that communications are accurate, on-brand, and dispatched without delay.

• Address basic client inquiries or direct them to the appropriate team member as necessary.

• Uphold a client-first approach in all communications — each interaction reflects Phoenix Roofing and Repair.

• Generate client-facing photo reports using job images supplied by the field team.

• Organize and format reports clearly and professionally for client delivery.

• Ensure photo reports are completed and sent to clients promptly following field inspections or project milestones.

• Assist with basic project estimates using company-provided templates and pricing guidelines.

• Comprehensive training on estimating processes will be provided — prior experience in roofing or estimating is not necessary.

• Ensure completed estimates are accurately entered into the CRM and communicated to the appropriate team member.

• Keep organized and up-to-date job files and records within the CRM and supporting systems.

• Support the operations manager and sales team with daily administrative tasks as required.

• Adhere to established workflows and procedures while identifying any gaps or inefficiencies to leadership.

⛳️ Requirements

• This is a full-time position.

🏝️ Benefits