Summary

Perform all job file coordinator tasks related to customer calls, job monitoring, tracking, coordination, and audits of jobs. Create preliminary estimates and job file backup. Perform general office duties, such as drafting correspondence, filing, and creating reports.

Primary Roles and Responsibilities

1. Job File Coordination
2. Monitor job file status
3. Monitor job file audit status
4. Maintain job file WIPs
5. Monitor and ensure client requirements are followed

1. Job File Documentation
2. Review and validate initial field documentation
3. Create preliminary estimate
4. Perform daily job file coordination
5. Perform job file backup

1. Job File Communication and Reporting
2. Maintain internal communications
3. Maintain external communications
4. Prepare job file reports

1. Job File Communication and Reporting
2. Complete and review job file documentation for final upload and the audit process
3. Complete job file audit process
4. Perform job close-out

Necessary Experience and Skill Set

• A minimum two years of business experience
• Working knowledge of current business software technologies
• Superb customer service, administrative and verbal and written communication skills
• Experience in the commercial cleaning and restoration or insurance industry is desired
• Experience in writing estimates and the job file process

Formal Education/Training

• High school diploma/GED
• Associates/bachelor’s degree preferred

Physical and Work Environment Requirements

This is a largely sedentary role in an office environment. However, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.