Project Support Specialist
About The Position
Duties will include, but are not limited to: Responsible for assisting Project Managers with DocuSign document shipment to customers Upload documents into Dash (work authorizations, waivers, etc.) Responsible for weekly reporting for POMS, Job Track, Daily Xact Report, Alacrity etc. Answer requests from TPA’s, adjusters and Branch Managers about the status of scheduling/customer contacted. Assist PM with job notes, updates and calendar reminders Utilize PM Job notes to update job control points like start and completion dates. Correct and resubmit/supplement estimates for project managers as needed. A second point of contact for homeowners when project managers are out of the office Assisting the LL Project Managers with work order creation and delivery to sub-contractor. Create change orders as specified by the project manager. Complete all accounting items for Project Managers: Invoicing, budgeting, deductible payments and subcontract numbers Mortgage Check packet creation Online permitting processing Assist with Lien paperwork as needed Responsible for Contractor Connection TPA billing. General office care: ordering supplies, dumpster removal, and organizing luncheons as needed. Connect with clients to check in on DocuSign signature, payments via credit card as well as send out customer surveys to the clients via our TPA portals and google. Other duties as assigned with approval from the Department Head of Operational Support QualificationsQUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- Applicant must possess a high school diploma.
- Six months to one-year related customer service experience and/or training; or equivalent combination of education and experience.
- Must have a pleasant and friendly mannerism in the office and contact with customers on the telephone.
- Must possess the ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
- Demonstrate the ability to write routine reports, correspondence and the ability to speak effectively to customers and/or employees of organization.
- To perform this job successfully, an individual should have knowledge of database, Internet, spreadsheet, and word processing software.
- The employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
- The employee is occasionally required to stand and walk.
- The employee must occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Responsibilities
- Assisting Project Managers with DocuSign document shipment to customers
- Upload documents into Dash (work authorizations, waivers, etc.)
- Responsible for weekly reporting for POMS, Job Track, Daily Xact Report, Alacrity etc.
- Answer requests from TPA’s, adjusters and Branch Managers about the status of scheduling/customer contacted.
- Assist PM with job notes, updates and calendar reminders
- Utilize PM Job notes to update job control points like start and completion dates.
- Correct and resubmit/supplement estimates for project managers as needed.
- A second point of contact for homeowners when project managers are out of the office
- Assisting the LL Project Managers with work order creation and delivery to sub-contractor.
- Create change orders as specified by the project manager.
- Complete all accounting items for Project Managers: Invoicing, budgeting, deductible payments and subcontract numbers
- Mortgage Check packet creation
- Online permitting processing
- Assist with Lien paperwork as needed
- Responsible for Contractor Connection TPA billing.
- General office care: ordering supplies, dumpster removal, and organizing luncheons as needed.
- Connect with clients to check in on DocuSign signature, payments via credit card as well as send out customer surveys to the clients via our TPA portals and google.
- Other duties as assigned with approval from the Department Head of Operational Support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
