Customer Service Representative

Job Type: Full-Time

Overview

This is a full-time, office-based role overseeing job files from initial lead conversion through to final billing. The position involves close collaboration with Production and Billing departments to ensure documentation compliance, accurate reporting, and timely customer communication. Benefits include 401K, Medical/Vision/Dental Insurance, Profit Sharing, and Bonus Opportunities.

Key Duties

• Oversee job file status daily to verify the precision of all associated documentation.
• Engage in daily communication with Production teams to confirm all necessary documentation is obtained on-site.
• Generate and evaluate estimates using provided scopes and photographs.
• Maintain an up-to-date Work in Progress board for all active leads and projects.
• Oversee and confirm compliance with all client specifications.
• Sustain clear communication with all internal and external stakeholders.
• Review timestamps and data to ensure accurate reporting and key performance metrics.
• Finalize and assess job file documentation for final upload and audit procedures.
• Conduct internal audits to confirm estimates cover all completed work.
• Execute all job close-out duties, including liaising with accounting for correct invoicing.
• Contact and inform clients and insurance adjusters regarding project status.
• Collaborate with the billing department to secure payments.
• Ensure all necessary documents receive client signatures.
• Provide support to other departments as required.

Qualifications and Background

• A high school diploma or GED is mandatory.
• Prior experience in an office or estimating role is advantageous.
• Superior customer service capabilities, strong organizational skills, and excellent verbal and written communication are essential.
• Competence in utilizing various digital tools and technologies.
• Background in the restoration, construction, or insurance field is beneficial.

Required Documentation

1. Resume (in Word or PDF format)

How to Apply

PLEASE EMAIL YOUR RESUME IN WORD OR PDF FORMAT to the provided application email address.

Standard Schedule & Conditions

This is a full-time role. Operating hours are between 8:00 a.m. and 5:00 p.m., Monday through Friday. This is primarily a sedentary office-based position; some filing tasks may require lifting, bending, or using a step stool.

Employee Benefits

• 401K Plan
• Paid Sick Leave
• Medical, Vision, and Dental Insurance
• Profit Sharing
• Bonus Opportunities
• Paid Time Off