Client Intake – Administrative Coordinator

Jobtailor; Deutschland; Vor Ort; EUR 38.000 - 52.000; Vollzeit

Zusammenfassung

Jobtailor in Germany is seeking an organized Operations Support Associate to handle intake and dispatch for property emergencies, ensuring smooth coordination with field teams. You will maintain real-time CRM data, monitor schedules, and push for complete documentation.

The role requires 1–3 years of experience, strong English communication, and the ability to navigate multiple software tools efficiently in a fast-paced environment.

Qualifikationen

• 1–3 years of experience.
• Excellent written and verbal English skills.
• Typing speed 60+ WPM.
• Advanced Google Workspace experience.
• Experience navigating complex processes quickly.
• Ability to use multiple screens and systems (QuickBooks, Xactimate, Dash CRM, Zoho) simultaneously.
• Reliable, high-speed internet connection.
• Distraction-free workspace.
• Dependable computer setup.

Aufgaben

• Own intake and dispatch for property emergencies with calm, professional communication.
• Audit project files, notes, and photos to ensure 100% insurance standard compliance.
• Maintain real-time CRM updates, keep schedules tight, and chase missing documentation from field teams.
• Assist with precise billing preparation and follow up on invoices to keep cash flow moving smoothly.

Kenntnisse

1-3 years exp

English proficiency

Typing speed

Process navigation

Reliable internet

Distraction-free workspace

Stable workstation

Tools

QuickBooks

Xactimate

Dash CRM

Zoho

Google Workspace

Jobbeschreibung

Responsibilities

• 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