Senior Consultant

We are seeking a Senior Consultant to join our Building Consulting team. This is a unique opportunity for an entrepreneurial highly driven individual with a well-rounded skill set to step into a role that extends beyond traditional consulting responsibilities. The person in this role will be involved in supporting key operational workflows that keep projects and reporting running smoothly across the team.
 

The ideal candidate will bring a strong understanding of project coordination processes along with the flexibility and strategic mindset to manage multiple priorities. This includes tracking key KPIs; overseeing the Cotality and Xactimate portals to ensure alignment with service agreements; and managing portal assignment intake. The role also plays an important part in new project setup partnering closely with team members to initiate projects. This involves receiving project requests completing new project forms and coordinating submissions with the Project Coordination Team (PCT).
 

This position offers the opportunity to work at the center of project operations supporting both internal teams and broader business initiatives while helping drive consistency accuracy and efficiency across the Building Consulting practice.
 

Job Responsibilities:

• Set up new projects and assignments across multiple systems ensuring all details are accurate complete and aligned with client or vendor requirements
• Input and maintain project data in Xactimate (XA) and other vendor program systems monitoring accuracy and consistency throughout the lifecycle of the project
• Manage ongoing project maintenance including updating key details following up on missing information and ensuring records remain current
• Track KPI metrics and assist with collecting organizing and updating performance-related data across assignments
• Support new file setup including validating incoming information coordinating with internal teams and ensuring timely activation of projects
• Provide status updates and maintain accurate project tracking including billing payor details and assignment progress
• Interface regularly with clients adjusters brokers and internal project teams to support communication resolve questions and ensure smooth execution
• Support day-to-day vendor program production tasks while maintaining high service standards and quality of deliverables

Qualifications :

Required Qualifications 

• Associate degree from an accredited college or university or 810 years of relevant experience in operations restoration insurance or a related field with experience supporting project coordination KPI tracking or workflow processes may be considered.
• Experience in the restoration insurance or related industry with exposure to project coordination scheduling or operational support functions.
• Familiarity with Xactimate Symbility or similar platforms with the ability to navigate portals such as Cotality and maintain alignment with service agreements.
• Proficiency in Microsoft Excel and Word with strong written and verbal communication skills.
• Ability to track and manage KPIs maintain organized records and support reporting needs.
• Experience supporting project setup workflows including intake documentation and coordination across teams.
• Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines.
• Detail-oriented with sound judgment and problem-solving abilities.
• Ability to work both independently and collaboratively in a fast-paced environment.
• Strong customer service mindset with the ability to support internal teams and respond to requests in a timely and professional manner.

Preferred Qualifications

• Bachelors degree from an accredited college or university.

Physical and Mental Job Qualifications

• Prolonged periods sitting at a desk and working on a computer.
   

Additional Information :

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our teams needs.

• Our flexible work environment allows employees to work remotely when needed
• Flexible Time Off policy
• Medical Dental and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $70000 - $85000. Any offered salary range is based on a wide array of factors including but not limited to skillset experience training location scope of role management responsibility etc.
 

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

By submitting your application you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection processing use and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what were all about at .

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. 

J.S. Held is an equal opportunity employer. Qualified applicants are considered for employment without regard to sex gender identity sexual orientation race color religion national origin disability protected Veteran status age or any other characteristic protected by law.

If you are an individual with a disability and would like to request a reasonable accommodation during the recruitment process please email . Include Applicant Accommodation in the subject line along with your request and contact information.

All your information will be kept confidential according to EEO guidelines.
 

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Remote Work :

Yes

Employment Type :

Full-time