Client Intake – Administrative Coordinator

Outsource Access Careers

Client Intake & Administrative Coordinator handling property emergency calls and audits for compliance. Assisting with billing preparation and CRM updates in a remote environment.

Posted 6/23/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Owning the First Impression: You will be the calm, reassuring, and highly professional voice on the other side of the phone when homeowners and business owners face property emergencies, executing seamless intake and immediate dispatching.
Guarding the Bottom Line: You will run daily, meticulous audits of project files, notes, and photos to ensure 100% compliance with insurance standards, catching errors before they lead to revenue loss.
Driving Project Momentum: You will act as the central operational hub, maintaining real-time CRM updates, keeping schedules tight, and proactively chasing down missing documentation from field teams and project managers.
Closing the Financial Loop: You will assist with precise billing preparation and run respectful, assertive follow-ups on invoices and payment statuses to keep cash flow moving smoothly.

Requirements

What you’ll need

1-3 years of experience
Excellent written and verbal English skills
Strong computer proficiency with a typing speed of 60+ WPM
Advanced Google Workspace experience
Experience navigating complex processes quickly
Ability to comfortably use multiple screens and systems like QuickBooks, Xactimate, Dash CRM, or Zoho simultaneously
Reliable, high-speed internet connection
Distraction-free workspace
Dependable computer setup

Benefits

Comp & perks

Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

typing speed 60+ WPMauditingbilling preparationCRM updatesdocumentation management

Soft Skills

communicationprofessionalismattention to detailreliabilityproblem-solving