Client Intake – Administrative Coordinator

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Job Description:

  • Owning the First Impression: You will be the calm, reassuring, and highly professional voice on the other side of the phone when homeowners and business owners face property emergencies, executing seamless intake and immediate dispatching.
  • Guarding the Bottom Line: You will run daily, meticulous audits of project files, notes, and photos to ensure 100% compliance with insurance standards, catching errors before they lead to revenue loss.
  • Driving Project Momentum: You will act as the central operational hub, maintaining real-time CRM updates, keeping schedules tight, and proactively chasing down missing documentation from field teams and project managers.
  • Closing the Financial Loop: You will assist with precise billing preparation and run respectful, assertive follow-ups on invoices and payment statuses to keep cash flow moving smoothly.

Requirements:

  • 1-3 years of experience
  • Excellent written and verbal English skills
  • Strong computer proficiency with a typing speed of 60+ WPM
  • Advanced Google Workspace experience
  • Experience navigating complex processes quickly
  • Ability to comfortably use multiple screens and systems like QuickBooks, Xactimate, Dash CRM, or Zoho simultaneously
  • Reliable, high-speed internet connection
  • Distraction-free workspace
  • Dependable computer setup

Benefits:

  • Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
  • Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
  • Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
  • Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
  • Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
  • Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
  • 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...