Client Intake & Administrative Coordinator

New
O
Outsource AccessProperty Restoration
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Required Skills
Google WorkspaceQuickBooksData entry

Requirements

  • Excellent written and verbal English skills.
  • Minimum typing speed of 60+ WPM.
  • Advanced proficiency with Google Workspace.
  • Experience navigating systems such as QuickBooks, Xactimate, Dash CRM, or Zoho.
  • Proven ability to anticipate administrative bottlenecks and solve problems independently.
  • Strong attention to detail with project documentation and insurance requirements.
  • Ability to work in a high-accountability remote environment.
  • Reliable high-speed internet and distraction-free workspace.

Responsibilities

  • Execute seamless client intake and immediate dispatching for property emergencies.
  • Perform daily audits of project files, notes, and photos to ensure 100% insurance compliance.
  • Maintain real-time updates in CRM systems and manage project schedules.
  • Proactively coordinate with field teams and project managers to resolve documentation gaps.
  • Assist with billing preparation and follow up on invoices to ensure cash flow.
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