Accounts Receivable & Client Care Coordinator

FLEET Response LLC•Perrysburg, OH

2d•$23 - $25•Onsite

About The Position

Cousino Restoration is seeking an Accounts Receivable & Client Care Coordinator to join its team in Perrysburg, Ohio. The Client Care Coordinator communicates consistently with clients, including property owners and agents, providing project-status updates and explaining next steps. The role also guides customers through the insurance loss process and involves a high volume of incoming and outgoing calls each day. The Coordinator oversees file compliance, provides administrative support to managers, and generates and submits client invoices. The position also handles project and sales-order documentation, contracts, customer payments, collections support, and regular client check-ins. The role is office-based and involves frequent use of a computer and phone, collaboration with sales and operations, and adapting to changing priorities.

Requirements

Must be able to pass a background check.
Must be able to pass a drug screen.
High school diploma, GED, or equivalent.
Customer-service orientation.
Team-oriented approach.
Strong communication skills.
Effective time management.
Analytical ability.
Problem-solving ability.
Technical skills.
Interpersonal skills.
Attention to detail.
Dependability.
Proactivity.
Effective multitasking.

Responsibilities

Qualify jobs at intake and enter all available information into HubSpot.
Send an introductory C3 email with contact information for each new lead entered in NetSuite.
Create or update the Work Breakdown Structure (WBS) for all projects.
Create sales orders that match the WBS and ensure all information, including activity codes, is accurate.
Ensure relevant dates, notes, photos, and documents are in NetSuite.
Send Project Manager assignments with the necessary information.
Conduct weekly client check-in calls to provide consistent communication, verify work progress or completion, and gauge customer satisfaction.
Follow up on after-hours calls from existing customers and enter all notes into NetSuite.
File liens on accounts and complete lien waivers for commercial properties.
Set action items for the Coordinator and Project Manager when in contact with the client.
Create contracts and submit them to customers through third-party systems such as Encircle and PandaDoc.
Ensure all required documentation is provided before final-invoice projects.
Create invoices in NetSuite and submit them to clients.
Enter notes for all open jobs, contact relevant participants, and escalate matters to the department manager as required.
Support Collections Management as needed in coordination with the A/R and Project Manager teams.
Process customer payments through the payment portal and notify the A/R Manager of each payment, including its transaction number.
Collect and document insurance deductibles.
Ensure that 50% of the estimated project value is collected before starting non-insurance work, or document appropriate owner approval.
Create draw schedules as needed.
Ensure timely invoicing of all jobs in accordance with compliance tasks.
Escalate reconstruction jobs to management when the billing packet becomes past due.
Attend weekly WIP meetings with the Operations Team.
Perform other duties as assigned.