Company Overview:
Our client is a leading restoration company that specializes in providing top-notch services to their clients. They pride themselves on their commitment to excellence and customer satisfaction. As they continue to grow, they are looking for a dedicated and detail-oriented Executive Admin/Operations Admin to join their team.
Key Responsibilities:
Insurance Claims Management:
- Speak with insurance companies to check the status of claims and ensure timely processing.
- Communicate effectively to resolve any issues related to claims.
CRM and Job Management:
- Add and update customer and job information in our CRM/Job Management System (restorationmanager.net).
- Ensure data accuracy and completeness for all entries.
Estimating and Budgeting:
- Create and update estimates using Xactimate (xactimate.com).
- Work closely with the sales team to track and reconcile sales expenses.
Administrative Support:
- Perform various administrative tasks to support the executive team and operations.
- Maintain organized records and documentation.
Microsoft Excel Proficiency:
- Use Microsoft Excel for data tracking, analysis, and reporting.
- Create and manage spreadsheets to streamline operations.
Requirements
- Proven track record of success as a Virtual Assistant with at least 1 year of hands-on experience
- Strong background in data entry, with accuracy and efficiency across various platforms and tools
- Excellent multitasking abilities with keen attention to detail in fast-paced environments
- Highly self-motivated and proactive, capable of delivering results with minimal supervision
- Excellent written and spoken English skills.
- Proven experience in an administrative or operations role in the restoration or construction industry.
- Proficiency in Microsoft Excel and other Microsoft Office applications.
- Familiarity with CRM systems and job management software (experience with restorationmanager.net is a plus).
- Experience with Xactimate or similar estimating software is a plus
- Strong organizational and multitasking abilities.
- Detail-oriented with a high degree of accuracy.
- Ability to work independently and as part of a team.
Benefits
- Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
Salary : $900-$1200/month
Timezone: EST
