Client Care Coordinator/Office Administration

54880 Superior Twp, Wisconsin IICRC

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Client Care Coordinator

The Client Care Coordinator will work as a Liaison for the client to identify project requirements and specifications. The Client Care Coordinator will administer and organize mitigation, contents and reconstruction jobs. The Coordinator will provide support to the Team, ensure KPI compliance, assist with scheduling and dispatching. General Office Administrative Support.

Basic Requirements
  • High School Diploma or equivalent
  • Bachelor's degree is preferred
  • Excellent administrative and process skills
  • Customer Service Experience
  • Three plus years of experience in an Administrative Position
  • Experience with Microsoft Office Suite 365
  • Ability to learn and operate our primary operating systems: RMS, Xactimate, TSheets, PDConnect, SharePoint, and OneDrive
  • Ability to provide/coordinate IT support within the local office setting and home office in MSP
  • Ability to work independently
  • Key Skills
  • Highly Organized
  • Ability to prioritize tasks
  • High level Communicator
Evaluated On
  • Quality Jobs on Budget within the Team
  • TRUTH Score
Overall Duties Include
  • Answer incoming calls on office and mobile lines
  • Complete intake for new losses for mitigation, contents and reconstruction departments
  • Initiate, maintain and bring to conclusion communication with customer.
  • Facilitate daily huddles with team to capture high priorities and next steps.
  • Makes initial contact of loss to team
  • Ensure the client's needs are met from start to completion of job
  • Complete job notes in operating systems
  • Complete compliance tasks in main operating systems, RMS
  • Create new loss (jobs and projects) files
  • Create and send invoices for jobs/projects
  • Creating & Maintenance of job files, project documentation and job closings.
  • Assist with collection calls for the Accounts Receivable department
  • Confirm written payment schedule and collection of deductibles
  • Educate customer on the Paul Davis process.
  • Run reports in main operating system, RMS
  • Confirm that the current jobs are on schedule
  • Monitor Xact Analysis (XA) for new loss assignments, alerts and notes meeting compliance timelines.
  • Assist Project Managers, Estimators, Field Supervisors, and Team Leads with job updates and job information
  • Provide onsite documentation support utilizing DocuSign or the like
  • Maintain a collection goal of: No Accounts Receivable to be over 90 days
  • Adherence to Service Level Agreements
  • Maintain a Net Promoter Score minimum monthly average of 60.0
  • Close the Loop 100% of the time within 24 hours
  • Assist with order deliveries
  • Assist with follow-up on needed documentation for job files. Ex: Certificate of Completions
  • Assist team with facilitating accounting adjustments.
  • Assist with coordination of subcontractor confirmations and documentation.
  • On-going assistance with subcontractor recruiting.
  • Overall office administration per direction from general manager

Since 1966, Paul Davis has been an industry leader in the areas of property damage mitigation, reconstruction and remodeling. With more than 370 offices in our franchise network, the company serves residential, institutional, and commercial customers and clients across the United States and Canada.

We have built our heritage one project at a time, establishing a reputation for performance, integrity and responsibility among customers and carriers alike. Whether property damage is caused by water, fire, smoke, storms or other disasters, we deliver on our promise to deliver excellence, expertise and a customer experience that is second to none. At Paul Davis, our passion for quality drives everything we do.

Our Vision:

To Provide Extraordinary Care While Serving People In Their Time Of Need.

Our Values:

Deliver What You Promise

Respect The Individual

Have Pride In What You Do

Practice Continuous Improvement

Our Mission:

To provide opportunities for great people to deliver Best in Class results

View Now
Be The First To Know

About the latest Administration Jobs in Proctor !

 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Administration Jobs View All Jobs in Proctor