Job Information
REVITALIFE CONTENTS RECOVERY Claims and Bookkeeper Administrator in GREENVILLE, North Carolina
Job Title: Claims and Bookkeeping Administrator Position Status: Full-Time Position Type: Administrative Staff Department: Admin Department Reports To: Office Administrator
Overview: The Claims Administrator/Bookkeeper at Revitalife holds a pivotal role in ensuring financial precision and organizational efficiency. This versatileprofessional serves as the financial backbone of our operations, meticulouslyhandling claims, invoicing, and bookkeeping tasks. Their expertise extends toliaising with insurance providers, managing documentation for claimsprocessing, and ensuring accurate and timely financial transactions. In additionto their financial acumen, the Claims Administrator/Bookkeeper collaborates withvarious teams to maintain a streamlined workflow, contributing to the overallsuccess of our restoration projects. Their attention to detail, financial expertise, and ability to navigate complex financial processes make them an indispensableasset, ensuring the financial integrity of our company while supporting the teamin delivering high-quality restoration services.
Please note that everything mentioned below flows through our core values listed:
L-ove your neighbor as yourself I-ntegrity with customers F-aithful and reliable to customers E-mpathetic and doing things with excellence
Key Responsibilities:
Position Requirements ? You are required to arrive for work by 8 am and be ready to commence workpromptly at 8:00. The reporting time may be subject to change based on the specificproject. Your Office Administrator will inform you of any alterations to this schedule.? You are granted two fifteen-minute breaks, one in the morning and one in theafternoon. Ensure that the timing of your breaks is staggered in coordination withthe breaks of other employees working alongside you on that day.
? You are allowed an unpaid thirty-minute lunch break after four hours of work hasbeen completed. If a lunch break is not taken then it must be notated in yourtime-sheet for that day. ? It is crucial to maintain a business casual appearance by wearing the designateduniform at all times. For general business casual attire, acceptable clothing may alsoinclude dress shirts, blouses, polo shirts, khaki or dress pants, skirts, shorts ordresses of appropriate length, closed-toe shoes, and jeans. However, it's importantto note that when going to job sites, employees must wear the designated Revitalifegear to ensure safety and compliance with site regulations. Please be aware that anyattire above the waist must bear the Revitalife logo when on a job site to ensure acohesive and professional appearance. ? You are tasked with ensuring that you clock in for jobs using our workforce app. It isimperative that you clock in under the appropriate customer job file and the correctservice item for all assignments. ? Employees are required to maintain immediate access to our primarycommunication platform, Slack, and are expected to check their work email on adaily basis. This ensures timely and efficient communication, allowing for seamlesscollaboration and the prompt dissemination of important updates and information.Stay connected to stay informed and engaged in our collaborative workenvironment. ? Never smoke or vape on/in the customers property, in the Revitalife vehicles orbuildings. ? Adherence to written and informal company policies is essential. Refer to thecompany handbook for guidance on established rules and procedures. ? Stay informed about the restoration industry and general business issues. Anunderstanding of these areas contributes to the overall competence of the staff.
Financial Record Keeping ? Maintain accurate and up-to-date financial records, including accounts payable,accounts receivable, and general ledger entries. ? Handle payroll processing, ensuring accurate calculation of wages, taxes, and deductions. Address payroll-related inquiries and issues. ? Monitor and control company expense , identifying opportunities for cost-savinginitiatives. ? Ensure compliance with all federal, state, and local tax regulations. Prepare and filetax returns as required. ? Collaborate with external auditors during financial audits, providing necessarydocumentation and information. ? Maintain organized and secure financial records, ensuring compliance withdocument retention policies. ? Maintain reports for PandL and balance sheet.
Claims Administration: ? Manage the entire claim file process from estimate completion to job closeout. ? Handle all incoming job information, initiate electronic and hard files, and performfollow-up calls to customers. ? Maintain the customer database, tracking, and provide exemplary customer service. ? Collaborate with Team Coordinators to ensure the TEAM "file" and company cashflow (CF) are current and up-to-date. ? Regularly track Managers, PMs, and Site Supers for completion and filing of budgetsand schedules in both electronic and paper central files. ? Conduct periodic audits of team job files during project execution, with a focus onprojects in progress. ? Utilize the "Closed Job Process" to audit files during project completion to assessadherence to established procedures. ? Monitor the database for team updates weekly and immediately disseminate anyprogram changes to the teams. ? Continuously track programs like XactAnalysis and other program requirements(Contractor Connection, Alacrity, Nationwide, etc.) for updates. ? Communicate any changes in programs promptly to the teams. ? Receive updated notes from managers and lead technicians, reviewing and filingthem into the electronic file. ? Initiate customer contact calls at least every 10 days to maintain regularcommunication with all customers. ? Given your involvement in various departments (office, production management, andsales), effective communication with all teams is essential. ? Collate information gathered through daily operations to create usable reports,primarily focused on project tracking. ? Play a key role in project tracking through accurate and timely reporting, contributingto effective overall management of the company. ? Maintain accurate and detailed records daily, particularly in customer interactions. Inthe event of customer issues, the notes section should reflect regular contact toensure transparency and accountability. ? Be a proactive problem solver. When faced with challenges, focus on developingcreative and realistic solutions. Aim to resolve problems independently, contributingto the effectiveness of the organization. ? Run weekly job management review (JMR) reports.
Leadership Duties: ? Ability to Positively Motivate Others: As a member of our valuable organization, youplay a crucial role in fostering a positive and collaborative environment within theoffice staff. Team members are expected to work cohesively to meet the demandsset by the company. ? Develop Skills of Others: Recognizing the collective strength of the team, eachmember is encouraged to contribute to the overall improvement of the office staff'sperformance. If you possess expertise in a particular area, it is expected that youshare your knowledge and skills with other team members. ? Convey Positive Image of the Company: The administrative staff holds a pivotal rolein shaping the company's image through paperwork and phone interactions withexternal entities. It's essential to recognize this interaction as a significant momentof truth, influencing our