Client Intake & Administrative Coordinator
New
United StatesFull-Time
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Customer serviceData entryGoogle WorkspaceQuickBooks
Requirements
- Proven experience as a proactive problem solver with strong ownership skills.
- Meticulous attention to detail to ensure documentation accuracy.
- Excellent written and verbal English communication skills.
- Advanced proficiency with Google Workspace.
- Minimum typing speed of 60+ WPM.
- Familiarity or ability to learn systems like QuickBooks, Xactimate, Dash CRM, or Zoho.
- Reliable, high-speed internet connection.
- Dedicated, distraction-free home office workspace.
- Ability to thrive in a high-accountability remote environment with a steep learning curve.
Responsibilities
- Manage client intake and perform immediate dispatching for property emergencies.
- Perform daily audits of project files, notes, and photos to ensure insurance compliance.
- Maintain real-time CRM updates and coordinate schedules across teams.
- Proactively follow up with field teams and project managers for missing documentation.
- Assist with billing preparation and follow up on invoice and payment statuses.
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