The primary responsibility of the Job File Coordinator is to monitor incoming leads from conversion to active job status through completion of work and customer invoicing. The Job File Coordinator will work closely with Production to maintain an accurate work-in-progress board and audit daily documentation for all job files. The Job File Coordinator will also review the scope estimate and job file documentation to ensure all program requirements are met and all work performed is accurately invoiced.
Primary Responsibilities
Monitor job file status to ensure accuracy in all job file documentation daily.
Communicate daily throughout the day with Production crews to ensure all required documentation is captured on site at point of task.
Review estimate based on scope and photos from Production crew.
Maintain an accurate Work in Progress board for all active leads/projects.
Monitor and ensure all client requirements are followed.
Ensure all information is captured upon intake included but not limited to source of referral insurance company time restraints initial self-pay out of pocket expenses specific requests made from customer etc.
Maintain internal and external communications with all stakeholders.
Review timestamps and other datapoints to reflect accurate reporting/KPMs.
Complete and review job file documentation for final upload and the audit process
Perform internal audit of all projects to ensure estimate captures all work performed.
Perform all job close-out activities including coordination with accounting team to ensure proper mv01c111g.
Ensure all conversations internal and external are thoroughly documented within the job diary and all involved properties have been updated
Ensure all spreadsheets are up to date
Assist other departments as needed.
Education and Experience Preference
High school diploma/GED is required.
Previous office/estimating experience preferred.
Exceptional customer service skills strong administrative abilities and excellent verbal and written communication skills required.
Proficiency in using various digital tools and technologies to complete job tasks efficiently.
Experience in the restoration construction or insurance industry is a plus.
Physical and Work Environment Requirements
This is a largely sedentary role in an office environment. However some filing may be required. This could require the ability to lift files open filing cabinets and bend or stand on a step stool as necessary.
Normal Working Hours Additional Working Hours and Travel Requirements
This is a full-time position working hours varying between 7:45 a.m. and 4:30 p.m. Monday-Friday. This position may require longer hours and some flexibility in hours may be needed depending upon business needs.