Insurance Claims & Collections Coordinator (Roofing)

Winning Assistants, Inc.

United States

Remote

USD 120,000 - 168,000

Full time

14 days+

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Benefits offered by this job

Dedicated HR support
VPN access
HIPAA training
VA performance training
US holidays
Paid time off
SOP templates

Job summary

Winning Assistants, Inc. is seeking a Remote Insurance Claims & Collections Coordinator (Roofing) to support our US-based restoration client. You will manage insurance-related processes, coordinate with adjusters, and keep CRM updated to move claims forward.

This full-time role requires clear English, experience in roofing or insurance claims coordination, and ability to work across time zones. You'll collaborate with internal teams, handle documentation, and participate in client-approved

Qualifications

  • Experience in roofing, restoration, or insurance claims coordination.
  • Proficient in speaking and writing English clearly.
  • Willing to submit background checks before onboarding.
  • Available for video meetings with camera on when needed.

Responsibilities

  • Contact insurance companies and adjusters to obtain updates.
  • Collect and organize documents such as adjuster summaries and settlement statements.
  • Follow up on estimates and invoices to confirm receipt and payment progress.
  • Update CRM records with communications and status changes.
  • Move clients through internal workflow stages based on job progress.
  • Communicate daily with internal teams to provide status updates.

Skills

English fluency
Customer care
CRM software

Tools

Xactimate
CRM software

Job description

Insurance Claims & Collections Coordinator (Roofing)

Remote Full-time $10k – $14k

Daily Drop — Subscriber Perk

$50 off a Moving Service

$50 off moving service — relocation assistance

Job Title: Insurance Claims & Collections Coordinator (Roofing)

Position type: Full-Time

Work hours: 8:00 AM – 5:00 PM (Mountain Daylight Time)

Work days: Monday to Friday

Job code: KD-AHLA

Workplace: Remote

Preferred Candidate Location: Philippines

Scope of Work/Responsibilities

About the Company

Our Client is a fast-growing U.S.-based restoration and roofing support company that helps homeowners navigate the insurance claims process from inspection to settlement. Our team is committed to delivering high-quality service, streamlined workflows, and excellent customer support. As we continue to expand, we are looking for detail-oriented and proactive virtual assistants to support our Customer Care operations.

Role Overview

As a Virtual Assistant – Customer Care Insurance Admin, you will play a critical role in managing insurance-related processes and ensuring smooth project progression within our CRM system. You will act as a liaison between insurance companies, adjusters, and internal teams, helping move claims and restoration projects forward through consistent follow-ups and accurate documentation.

Key Responsibilities

• Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.

• Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.

• Follow up on submitted estimates and invoices to verify receipt and payment progress

• Update CRM records with communications, documents, and status changes

• Move clients through internal workflow stages based on job progress

• Communicate daily with internal team members to provide status updates and flag issues

• Ensure digital job files are well-organized and audit-readyRequirements

Experience requirements

• Experience in roofing, restoration, or insurance claims coordination: Strongly preferred

• Familiarity with insurance claims, adjusters, Xactimate, or construction/roofing workflows is a plus

Basic requirements

• Must be proficient in speaking and writing English very clearly

• Must have relevant work experience

• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]

• Must be available for video meetings with your camera on (when needed)

Technical requirements

• Video: Webcam for virtual meetings.

• Workspace: Quiet, professional environment.Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.

• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.

• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.

• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.

• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.

• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.

• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.

• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

We like the way you work it · no gig iddy · Gotta bag it up · no gig iddy ·

We like the way you work it · no gig iddy · Gotta bag it up · no gig iddy ·

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