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Admin – Sales Coordinator
Location
Philippines
Posted
47 days ago
Salary
$6 / hour
Seniority
Senior
Job Description
Admin – Sales Coordinator
Remote Raven
• Review the sales pipeline daily to assess where each job stands in the process • Identify jobs that have been stagnant or sitting at a stage longer than expected and flag them for manager review • Contact sales representatives via text through the Podium phone system or CRM messaging to gather missing information and move jobs forward • Update job records in the CRM accurately and promptly based on information received from the sales team • Monitor the pipeline for inconsistencies, missing documentation, or stalled progress and proactively call attention to anything that needs action • Escalate concerns or unusual patterns to the operations manager rather than letting issues go unaddressed • Call Insurance companies on behalf of active claims • Follow up on pending claims, request status updates, verify coverage details, and document outcomes in the CRM • Communicate clearly and professionally with insurance adjusters and representatives • Track insurance call activity and flag claims that require escalation or additional attention • Maintain organized records of all insurance interactions for internal reference and manager review • Send professional, template-based emails to clients at key stages of the job process • Ensure clients receive timely updates and that communications are accurate, on-brand, and sent without delay • Respond to basic client inquiries or route them to the appropriate team member when needed • Maintain a client-first mindset in all communications — every interaction represents Phoenix Roofing and Repair • Create client-facing photo reports using job photos provided by the field team • Organize and format reports clearly and professionally for client delivery • Ensure photo reports are completed and sent to clients in a timely manner following field inspections or project milestones • Assist with basic project estimates using company-provided templates and pricing guidelines • Full training on estimating processes will be provided — prior roofing or estimating experience is not required • Ensure completed estimates are entered accurately into the CRM and communicated to the appropriate team member • Maintain organized and up-to-date job files and records within the CRM and supporting systems • Support the operations manager and sales team with day-to-day administrative tasks as needed • Follow established workflows and procedures while flagging any gaps or inefficiencies to leadership
Job Requirements
- This is a full time role
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