Administrative Assistant
About The Position
The Administrative Assistant is primarily responsible for answering the phones and scheduling branch individuals while maintaining quality customer service in person and on the phone. This role involves scheduling and entering residential and commercial losses into the system, managing technicians to ensure job requirements are met in a timely manner, and scanning documents into jobs while documenting appropriate notes into CRM software. The position also includes assisting with listings and pricing, additional documentation requirements for jobs, and helping the manager complete job files for billing submission. The Administrative Assistant will display a positive attitude when interacting with customers, communicate job details to project managers or lead program coordinators promptly, and handle client complaints or refer them to a supervisor as appropriate. Additionally, this role involves communicating with insurance adjusters, homeowners, and business owners about claims and scopes of work, obtaining signed contracts, and liaising with the accounting team regarding payments and collections. A background check may be required due to program guidelines through insurance carriers.
Requirements
- 2-3 years of office experience
- Excellent verbal and written communication skills
- Computer skills: Google calendar and email, microsoft word, excel; etc.
- Ability to quickly learn computer software to keep track of all jobs
- Strong attention to detail and accuracy
- Ability to work under pressure, in a fast-paced working environment
- Task oriented, self starting
- organize daily tasks with efficiency
Nice To Haves
- Bilingual a plus
Responsibilities
- Answering the phones and scheduling branch individuals while maintaining quality customer service in person and on the phone
- Scheduling and entering residential and commercial losses into the system
- Managing the technicians to make sure all job requirements are met in the system in a timely manner
- Scanning documents into the jobs and documenting appropriate notes into CRM software
- Assisting with listings and pricing, additional documentation requirements for jobs
- Assisting manager with completing job files for billing submission
- Displays positive attitude while interacting with customers over the phone
- Communications jobs to the project managers or lead program coordinator in a timely manner
- Strong organization and prioritization skills (may be times working on multiple projects at once)
- Other responsibilities directed from Branch Manager
- Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
- Communicating with insurance adjusters about claims
- Communicating with homeowners and business owners about their claim, scope of work to be performed and payment
- Getting contracts signed by customer
- Communicating with accountant team on payments and collections
Benefits
- Health insurance
- Paid time off
- Dental insurance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
