Client Care Coordinator
- Do you enjoy playing a support role to help your teammates be successful?
- Are you an empathetic person who enjoys communicating with customers?
- Do you like to work at a fast-pace with shifting priorities and deadlines?
- Is your word your bond……if you tell someone you are going to do something, they know with certainty it will be completed accurately and correctly?
- Can you plan and prioritize your day without being micromanaged?
- Can you dig into the details within systems and understand the next steps?
- Do you enjoy repetitive administrative tasks?
If this sounds like you, I would like to speak with you. To be considered, you must cut & paste this link into your browser and complete the steps.
https : / / go.apply.ci / s / o8SzbAa804
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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 and reconstruction jobs. The Coordinator will provide support to the Squad, ensure KPI compliance, assist with scheduling and dispatching.
Basic Requirements :
High School Diploma or equivalentBachelor’s degree is preferredExcellent administrative and process skillsCustomer Service ExperienceThree plus years of experience in an Administrative PositionExperience with Microsoft Office Suite 365Ability to learn and operate our primary operating systems : RMS, Xactimate, TSheets, PDConnect, SharePoint, and OneDriveAbility to work independentlyKey SkillsHighly OrganizedAbility to prioritize tasksHigh level CommunicatorEvaluated On :
Quality Jobs on Budget within the TeamTRUTH ScoreOverall Duties Include :
Answer incoming calls on office and mobile linesComplete intake for new losses for mitigation and reconstruction departmentsInitiate, maintain and bring to conclusion communication with customer.Facilitate daily huddles with squad to capture high priorities and next steps.Makes initial contact of loss to squad / teamEnsure the client’s needs are met from start to completion of jobComplete job notes in operating systemsComplete compliance tasks in main operating systems, RMSCreate new loss (jobs and projects) filesCreate and send invoices for jobs / projectsCreating & Maintenance of job files, project documentation and job closings.Assist with collection calls for the Accounts Receivable departmentConfirm written payment schedule and collection of deductiblesEducate customer on the Paul Davis process.Run reports in main operating system, RMSConfirm that the current jobs are on scheduleMonitor 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 informationProvide onsite documentation support utilizing DocuSignMaintain a collection goal of : No Accounts Receivable to be over 90 daysAdherence to Service Level AgreementsMaintain a Net Promoter Score minimum monthly average of 60.0Close the Loop 100% of the time within 24 hoursAssist with order deliveries via DispatchAssist with follow-up on needed documentation for job files. Ex : Certificate of CompletionsAssist team with facilitating accounting adjustments.Assist with coordination of subcontractor confirmations and documentation.On-going assistance with subcontractor recruiting.