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Client Care Coordinator
Client Care CoordinatorIICRC • Anaheim, CA, US
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Client Care Coordinator

Client Care Coordinator

IICRC • Anaheim, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Client Care Coordinator

Do you want to make an impact in your community in a diverse and inclusive company, working in a dynamic and growing industry, while supporting your personal and professional journey in your career? Join the Paul Davis Team!

The Client Care Coordinator will work as a Liaison for the client to identify project requirements and specifications. The Client Care Coordinator will administer and organize mitigation and reconstruction jobs. The Coordinator will provide support to the Squad, ensure KPI compliance, assist with scheduling and dispatching.

Basic Requirements

  • High School Diploma or equivalent
  • Bachelor's degree is preferred
  • Excellent administrative and process skills
  • Customer Service Experience
  • Three plus years of experience in an Administrative Position
  • Experience with Microsoft Office Suite 365
  • Ability to learn and operate our primary operating systems : RMS, Xactimate, TSheets, PDConnect, SharePoint, and OneDrive
  • Ability to work independently
  • Key Skills : Highly Organized, Ability to prioritize tasks, High level Communicator

Overall Duties Include :

Customer & Communication :

  • Answer calls (office and mobile), complete intake for new losses, and maintain communication with customers from start to finish.
  • Educate customers on company processes and ensure client needs are met.
  • Make weekly outbound calls, follow up on documentation, and close communication loops promptly.

    • Team & Operations Support :

  • Participate in daily huddles to prioritize tasks.
  • Assist supervisors and team leads with job updates and information.
  • Support order deliveries, dispatch, and subcontractor coordination / recruiting.

    • Job & Documentation Management :

  • Create and maintain job / project files, documentation, and invoices.
  • Monitor job schedules and compliance timelines (RMS, Xact Analysis).
  • Run reports, complete job notes, and ensure all tasks meet service level agreements.

    • Accounting & Compliance :

  • Support accounts receivable / payable, collections, and payment schedules.
  • Maintain collection goals (no A / R over 90 days) and handle accounting adjustments.
  • Ensure vendor compliance and assist with purchase orders.

    • Performance Metrics :

  • Adhere to SLAs, maintain a Net Promoter Score of 60+, and close communication loops within 24 hours.
  • Ensure compliance documentation is completed accurately and on time.

    • High Level Job Duties Include : Team & Leadership :

  • Hold weekly production meetings and goal-setting sessions with supervisors.
  • Actively participate in leadership development trainings (e.g., sales, conflict resolution, management).

    • Business & Operations Support :

  • Support marketing, business development, and customer payment collection efforts.
  • Complete special assignments and assist during emergency response situations.

    • Continuous Improvement & Engagement :

  • Contribute to problem solving and continuous improvement initiatives.
  • Participate in company events, team meetings, and goal-setting activities to stay engaged with the broader team.

    • Hours : Full time Monday through Friday 8am 5pm and based at Paul Davis office. This may occasionally require after hours availability, including weekends, and / or holidays

    Reward : Compensation is evaluated on a yearly basis effective from the start date of employment of each calendar year. An annual reward planner (ARP) is completed at that time. Promotions and advancement within the position bring progressively greater challenge, learning, responsibility, and compensation.

    Please apply if you think you have what it takes to serve others and deliver a world-class service when others need it the most. We are looking forward to discussing this opportunity with you. We support and hire Veterans and we are an Equal Opportunity Employer!

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    Client Care Coordinator • Anaheim, CA, US

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