ESSENTIAL DUTIES AND RESPONSIBILITIES:

Duties will include, but are not limited to: 

• Front Desk duties including mail, greeting clients and staff.


• Manage and vet warranty claims from clients


• Audit jobs in DASH for all lines of service for your assigned branches to ensure complete and accurate data in accordance with company requirements


• Responsible for assisting all Project Managers with DocuSign document shipment to customers


• Upload documents into Dash (work authorizations, waivers, etc.)


• Assist with documents and TPA management follow through to ensure jobs are collected.


• Follow up with clients on pending and outstanding invoices.


• Responsible for weekly reporting for POMS, Job Track, Daily Xact Report, Alacrity etc.


• Answer requests from TPA’s, adjusters and Branch Managers about the status of scheduling/customer contact.


• Assist PM with job notes and updates


• A second point of contact for homeowners when project managers are out of the office


• Assisting the LL Project Managers with purchase order signatures


• Create change orders as specified by the project manager.


• Complete all accounting items for Project Managers: Invoicing, budgeting, deductible payments and subcontract numbers


• Mortgage Check Processing packet creation


• Online permit portal management as needed


• Assist project managers in obtaining surveys


• General office care: ordering supplies, tidying, monitoring the dumpster to ensure pick up when full and organizing luncheons as needed.


• Other duties as assigned with approval from the Manager of Project Support


• Consistent communication and checking in with the General Manager of the branch to ensure focus on important tasks.