Basic Functions:

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 and

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

Compensación: $35,000-$45,000

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.