Overview

Administrative Assistant Jobs in Delray Beach, Florida, USA at Joe Taylor Restoration Inc

Description:

General Summary

The Administrative Assistant provides phone and administrative support to everyone at Joe Taylor Restoration as needed. Must be a self-starter, committed to a drama free environment and possess a friendly personality.

Primary / Key Essential Functions and Responsibilities

Build sustainable relationships and engage customers by going the extra mile

Answers phone calls from insurance carriers, insurance agents and customers; identifies callers needs

Answer incoming calls within 2 rings; routes phone calls to appropriate department as needed

Maintain and update Sugar CRM: enter customer loss information, status updates, and upload proper documentation

Dispatch new water and cleaning losses and track rotation for losses as well as Comp/Peer Review/Agent Leads

Receive, process and distribute requests via email and 6-line phone system

Assist in the monitoring of  to ensure flagged email responses by internal staff are addressed immediately and forwarded to appropriate person

Enter and process incoming assignments (losses) and dispatch assignments to a field technician in rotation

Run assigned reports to ensure proper file management and workflow

Responsible for report processing including proofing, editing and confirming claim details on the appropriate reports. Present reports to management for review and send to insurance carrier (along with photos) and/or log in Sugar

Responsible for Final Report processing including: review all final billing documents for accuracy, forward the final reports to the appropriate department and person(s)

Process vendor program assignments from Alacrity, Contractor Connection, Nexxus and Sedgwick and follow up with Project Team Leaders and technicians as needed to meet timeline requirements

Process all email requests from the technicians and PTL’s (i.e. email customer forms)

Create and update department processes and documentation

Engage with staff as needed forproblem-solving

Run reports to ensure proper file management and workflow

Scan and archive documents and correspondence

Provide general administrative and clerical support

Shareinnovativeand creative ideas on improvements

Develop and create processes to present to support the team as needed

Any and all other duties assigned by management.

Education and/or Experience and Qualifications

MinimumEducation:

High School diploma or GED

Minimum Experience:

One to two (1-2) years of customer service or administrative experience and/or training

Knowledge,

Skills and Abilities

Proficient in Microsoft Office Suite (Outlook, Microsoft Word, Microsoft Excel)

Knowledge of Sugar CRM Systems, Xactimate and Symbility

Efficiently manage workload and work with managers

Ability to type 45-55 WPM and 8,000 KPH

Efficiently manage multi-line phone system

Excellentproblem-solving skills

Interact positively with other employees of all levels

Exhibitadaptability,flexibility, self-control and maturity in work and behavior

Recognize situations that require notification of upper management

Analyze, interpret and communicate data effectively both verbally and in writing

Effectively present information and respond to questions fromleadership

Complete assignments with promptness and accuracy

Requirements:

Financial Responsibility

N/A

Management / Supervisory Authority

N/A

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Title: Administrative Assistant

Company: Joe Taylor Restoration Inc

Location: Delray Beach, Florida, USA

Category: Administrative/Clerical

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