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 proper invoicing
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
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 or insurance industry is a plus
Accounting experience preferred but not required
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.