Overview
We are seeking a dedicated and detail-oriented Customer Experience Coordinator to join our team. This role is essential in ensuring that our clients receive exceptional service and support throughout their journey with us. The ideal candidate will possess strong communication skills, a passion for client services, and the ability to handle various administrative tasks efficiently.

Duties

• Provides support to our internal team
• Answer incoming calls on office and mobile lines
• Collaborate with clients, customers and vendors
• Complete job notes in operating systems
• Complete compliance tasks in main operating systems
• Create new loss (jobs and projects) files
• Create and send invoices for jobs/projects
• Maintenance and filing of job files and project documentation
• Make collections calls for the Accounts Receivable department
• Run reports in main operating system
• Confirm that the current jobs are on schedule and coordinate job/project schedules, resources, equipment, and labor
• Liaison with clients to identify and define jobs
• Ensure the client’s needs are met from start to completion of job
• Assist Project Managers with job updates and job information
• All other duties as assigned

Experience

• Knowledge of Microsoft Office applications (Outlook, Word, Excel)
• Customer Service Skills
• Communication skills
• Typing skills
• Administration skills
• Ability to learn and operate our primary operating systems: RMS, Xactimate, TSheets, Quickbooks
• Ability to create documents and invoices
• Ability to answer and communicate with customers over the phone
• Ability to work office equipment (fax, scanner, printer, phone system, computers)
• Ability to work independently & with a team
• Stress Management and Composure
• Maintain a level of confidentiality

Required Education and Experience

• High School Diploma or GED required
• Customer Service experience
• Three plus years’ experience in an Administrative position

Work Environment

The employee will be working indoors. The employee will be exposed to air conditioning and heat. The employees will be exposed to normal noises throughout the office. This position will require up to 5% of local traveling (as needed). May be required to attend training out of town.