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Client Intake & Administrative Coordinator (Remote)

Role overview

Qualifications

  • Proactive Problem Solver
  • Meticulous and Accurate
  • Elite Communicator
  • Tech-Savvy

Responsibilities

  • Execute seamless intake and immediate dispatching for property emergencies
  • Run daily, meticulous audits of project files to ensure compliance with insurance standards
  • Maintain real-time CRM updates and proactively chase down missing documentation
  • Assist with precise billing preparation and follow-up on invoices and payment statuses

Key facts

Other skills

  • Computer Literacy
  • Problem Solving
  • Detail Oriented
  • Communication
  • Empathy

About the company

Outsource Access logo

Outsource Access

We exist to close cultural gaps caused by offshore outsourcing models of the past and to open up opportunities for solopreneurs and small businesses worldwide. By combining the skills of our US team with a network of experts and leads in the Philippines, we help businesses scale at speed without coming up against growth limitations. To make this possible, we’ve created a dedicated solution for entrepreneurs that address common issues in three keys areas:- Risk Management- Lack of Knowledge- Overcoming Setbacks By taking a comprehensive approach to addressing all of these areas for entrepreneurs and growing businesses around the world, we’ve delivered results for our clients that speak for themselves:

Company details

Company typeSME
Company size501 - 1000

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Job description

This is a remote position.

What We Do

At Outsource Access, we help property restoration and reconstruction professionals manage their project lifecycles seamlessly from the moment disaster strikes. We don't just answer phones and log files, we make sure that distressed property owners receive urgent help, field teams are dispatched instantly, and critical insurance compliance documentation is flawless so that projects remain profitable and revenue is secured.

How You’ll Make a Difference

  • 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

Is This You?

  • A Proactive Problem Solver: You don't sit back and wait to be told what to do, nor do you escalate every minor obstacle. You take complete ownership, anticipate administrative bottlenecks, and actively seek out solutions.

  • Meticulous and Accurate: You possess a sharp eye for detail. You understand that in the property restoration world, a missing photo or incomplete report can cost thousands of dollars in insurance reimbursements, and you refuse to let things slip through the cracks.

  • An Elite Communicator: You possess excellent written and verbal English skills, enabling you to communicate clearly with field teams and navigate conversations with distressed customers with empathy and professionalism.

  • Tech-Savvy: You boast strong computer proficiency with a typing speed of 60+ WPM and advanced Google Workspace experience. You learn complex processes quickly and can comfortably navigate multiple screens and systems like QuickBooks, Xactimate, Dash CRM, or Zoho simultaneously.

  • Your Home Office: You have a reliable, high-speed internet connection, a distraction-free workspace, a dependable computer setup, and the grit to thrive in a high-accountability remote environment with a steep learning curve.



Benefits

Why You’ll Love Being Part of the OAmazing Team

You’re not just taking a job — you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you:

Your Wellness & Security

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.

Your Financial Rewards

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.



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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