
Client Intake – Administrative Coordinator
Posted Jun 23

Posted Jun 23
This is a fully remote position, open to applicants in United States.
• Taking Charge of First Impressions: You will be the calm, reassuring, and highly professional voice on the other end of the line when homeowners and business owners encounter property emergencies, executing seamless intake and immediate dispatch.
• Protecting the Bottom Line: You will conduct daily, thorough audits of project files, notes, and photographs to ensure 100% compliance with insurance standards, identifying errors before they result in revenue loss.
• Accelerating Project Progress: You will serve as the central operational hub, maintaining real-time CRM updates, keeping schedules on track, and proactively obtaining missing documentation from field teams and project managers.
• Finalizing Financial Matters: You will aid in meticulous billing preparation and conduct respectful, assertive follow-ups on invoices and payment statuses to ensure smooth cash flow.
• 1-3 years of relevant experience
• Exceptional written and verbal communication skills in English
• Strong computer skills with a typing speed of 60+ WPM
• Advanced proficiency in Google Workspace
• Experience in quickly navigating complex processes
• Ability to effectively use multiple screens and systems such as QuickBooks, Xactimate, Dash CRM, or Zoho simultaneously
• Reliable, high-speed internet connection
• Distraction-free work environment
• Dependable computer setup
• Health & Wellness — Covered: You receive comprehensive HMO coverage with a leading provider, allowing you to focus on your work without the stress of medical expenses.
• Security for the “What Ifs”: Our Group Life Insurance benefit provides additional protection — because your future (and that of your family) deserves a safety net.
• Time to Recharge — Guilt-Free: We prioritize your well-being with paid leave credits that enable you to rest, recharge, and perform at your best — both at work and at home.
• Support You Can Count On: We take care of all government-mandated benefits, ensuring everything is managed properly and on time.
• Performance Incentives: Deliver results — and you will be rewarded. It's as straightforward as that.
• Premium Pay: When you invest your time, we recognize it. You receive Overtime Pay for additional hours worked and Night Differential for supporting the team during late shifts.
• 13th Month Pay: A well-deserved bonus to celebrate the accomplishments of your year’s efforts.
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