Accounting, Administrative Skills, Billing, Bookkeeping, Certified Public Accountant (CPA), Communication Skills, Continuous Improvement, Cost Reporting, Credit and Collections, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Establish Priorities, Home Inspections, Intuit Quickbooks, Multitasking, Organizational Skills, Project Tracking, Property Insurance, Reconciliation, Remodeling, Revenue/Sales Reporting, Small Business, Telephone Skills
Responsive Recruiter
Are you organized, detail-driven, and great with people? Do you enjoy both numbers and customer service? Do you want to be part of a small local business that helps families and businesses recover after disasters?
Paul Davis Restoration of Greenville and Spartanburg is locally owned and part of a national network of over 350 offices. We specialize in restoring homes and businesses after fire, water, mold, and storm damage.
We are looking for a Bookkeeper/Intake Coordinator who will be the first point of contact for our customers and the backbone of our office operations. This role combines bookkeeping, job intake, scheduling, and customer communication.
What You Will Do
Front Office and Intake
- Answer all incoming calls in a professional and caring manner
- Gather all required information from insurance carriers and homeowners when new jobs are received
- Enter new jobs accurately into our CRM system
- Schedule estimators for property inspections
- Take detailed messages and ensure they are entered into the CRM and routed correctly
- Follow up with callers to make sure their questions are answered
- Provide excellent customer service to homeowners during stressful situations
Bookkeeping and Office Administration
- Manage all phases of job costing
- Maintain accurate financial and job records
- Use QuickBooks Online for daily bookkeeping tasks
- Prepare and process vendor and subcontractor payments
- Reconcile bank accounts and prepare deposits
- Track work in progress and job cost reports
- Review and correct cost variances
- Coordinate accounting records with CPA
- Prepare monthly sales reports for ownership
- Maintain organized digital and paper filing systems
- Assist with collections and customer billing questions
What We Are Looking For
- Experience with QuickBooks Online is required
- Strong attention to detail and accuracy
- Ability to multitask and prioritize in a fast-paced environment
- Excellent phone and communication skills
- Comfort working with both numbers and people
- Professional, dependable, and self-motivated
- Customer-focused mindset
Why Work With Us
- Locally owned small business with strong support from a national brand
- Meaningful work helping people after property disasters
- Stable long-term position
- Positive team environment
- Opportunity to grow with the company
If you enjoy keeping things organized, helping people, and being the person everyone depends on, this may be the perfect role for you.
To be considered for this position, please click on the apply button and then complete the brief survey below: https://assessment.predictiveindex.com/boF0YJ
Job Details
- Compensation: $20.00 - $25.00 per hour
- Since 1966, Paul Davis has been an industry leader in the areas of property damage mitigation, reconstruction, and remodeling. With more than 370 offices in our franchise network, the company serves residential, institutional, and commercial customers and clients across the United States and Canada.
Our Heritage
We have built our heritage one project at a time, establishing a reputation for performance, integrity, and responsibility among customers and carriers alike. Whether property damage is caused by water, fire, smoke, storms, or other disasters, we deliver on our promise to deliver excellence, expertise, and a customer experience that is second to none.
Our Vision
To Provide Extraordinary Care While Serving People In Their Time Of Need.
Our Values
- Deliver What You Promise
- Respect The Individual
- Have Pride In What You Do
- Practice Continuous Improvement
Our Mission
To provide opportunities for great people to deliver Best in Class results.