Client Care Coordinator

Dalworth Restoration LLC; Euless (TX); On-site; USD 42,000 - 57,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Paid Sick Time

6 Paid Holidays + 1 Floating Holiday

Job summary

Dalworth Restoration LLC in Euless, TX is seeking a Client Care Coordinator to maintain consistent client communication, guide customers through insurance processes, and manage invoicing and documentation. This role involves high-volume inbound and outbound calls, coordinating with Project Managers and cross-functional teams.

The position requires strong organizational and communication skills, proficiency with CRM systems, and the ability to work in a fast-paced office environment.

Qualifications

• Must have strong customer service and communication skills.
• Ability to manage time effectively in a high-volume environment.
• Proactive, detail-oriented, and capable of multitasking across departments.
• Experience with client care or administrative support is beneficial.

Responsibilities

• Qualify jobs on intake and enter information into HubSpot.
• Send intro emails with contact information for new leads.
• Create/Update Work Breakdown Structure (WBS) for projects.
• Create Sales Orders and ensure accuracy of activity codes.
• Ensure all dates, notes, photos, and documents are in NetSuite.
• Distribute Project Manager assignments with necessary information.
• Conduct weekly Client Care check-in calls with customers.

Skills

Customer Service

Team Oriented

Strong Communication

Time Management

Analytical

Problem Solving

Technical Skills

Interpersonal

Attention to Detail

Dependable

Proactive

Multitasking

Education

High School, GED, or Equivalent

Tools

HubSpot

NetSuite

Encircle

PandaDoc

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time DWR Euless TX, Euless, TX, US

Salary Range: $24.00 To $24.00 Hourly

Dalworth Restoration is seeking a Client Care Coordinator to join our team in Euless, TX.

At Dalworth Restoration you’ll find not just a job, but a career with purpose and growth. If you’re looking for a place where your contributions are valued, your career is supported, and your work makes a difference, we would love to have you on our team.

Summary:

The Client Care Coordinatoris responsible forconsistent communication with our clients (property owners or agents), providing updates on the status of the project & the next steps. In addition,helpguide customers through the insurance loss process. This is a high-volume call role, requiring both incoming and outgoing calls daily. Additionally, the Coordinator oversees file compliance, provides administrative support to managers, handles the generation and submission of invoicing clients.

KeyResponsibilities:

• Qualify jobs on intake and entering all information possible/available intoHubSpot(job management software)
• Send Introduction C3 email with contact information for each new lead entered in NetSuite.
• Create/UpdateWork Breakdown Structure (WBS)for all projects.
• Create Sales Order to match WBS and ensure all information including activity codes areaccurateon sales order.
• Ensures all relevant dates, notes, photos, and documents are in NetSuite.
• Send out all Project Manager assignments with necessary information.
• Client Care Check-In Calls - ensure consistent communication with the customers weekly. Responsible for obtaining verification of work progress/completion and gauging the customer's satisfaction.
• Follow up on all after-hourexisting customercalls and ensure all notes are entered into NetSuite.
• File liens on accounts and complete Lien Waivers for Commercial Properties
• Set action items for self and Project Manager in contact with the client.
• Create contracts andsubmitthemto customers through third-party systems such as Encircle and PandaDoc .
• Ensure all proper documentation is provided prior tofinalinvoiceprojects.
• Create invoices in NetSuite andsubmitthemto clients.
• Ensure notes are enteredintoall open jobs, contacting relevant participants, and escalating to the department manager asrequired.
• SupportCollectionsManagementas needed with the A/R and Project Manager teams.
• Process customer payments via payment portal and notify A/RManager of all payments with transaction number included.
• Collect and document collection of theinsurancedeductible.
• Ensure 50% of estimated project value is collected before the job is started on non-insurance work orappropriate ownerapproval is documented.
• Createdrawschedulesas needed.
• Ensure thetimelyinvoicing of all jobs as outlined by compliance tasks.
• Escalate any reconstruction job to management where the billing packet has become past due.
• Ensure attendanceofWeekly WIP Meetings with Operations Team
• All other duties asassigned.

Qualifications and Skills:

• Customer Service oriented
• Team oriented
• Strong Communication Skills
• Effective time management
• Analytical
• Problem Solving
• Technical Skills
• Interpersonal
• Attention toDetail
• Dependable
• Proactive
• Effective Multitasking

Requirements:

• Must be able to pass a background check
• Must be able to pass a drug screen

Education:

• High School, GED, or Equivalent.

Physical Requirements/Working Conditions:

• The majority of the role will involve sitting at a desk or workstation for extended periods while handling tasks such as answering phone calls, responding to emails, and updating client information.
• Frequent use of a computer and keyboard for data entry, client communication, and record-keeping. This may involve repetitive hand motions and extended periods of typing or using a mouse.
• While the role generally does not involve heavy lifting, there may be occasional light lifting (up to 20 pounds)
• Client Care Coordinators work in an office environment.The work may be performed at a desk or workstation, interacting with clients and colleagues via phone, email, or in person.
• The role requires regular interaction with clients over the phone, orvirtually. Strong communication skills are crucial for handling inquiries, providing information, and resolving concerns.
• Client Care Coordinators often work closely with other departments, including salesand operations.Collaborate to ensure the client’s needs are met and ensure smooth coordination between teams.
• The work environment can be fast-paced , with frequent changes in priorities, particularly in response to client requests, urgent situations, or deadlines. Multitasking and adaptability are essential.
• The role often requires the use of technology, including Customer Relationship Management (CRM) systems, scheduling software, email, and phone systems to coordinate client care. Comfort with various office tools and software is important.
• Medical, dental, and vision insurance
• 401k with up to 4% company match
• Paid Vacation time
• Paid Sick time
• 6 paid holidays annually, 1 floating holiday