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15 Jan
2026
Full-Time - Staff Client Care Coordinator
Job Description
Do you want to make an Impact in your community in a diverse and inclusive company, working in a dynamic and growing industry, while supporting your personal and professional journey in your career? Join the Paul Davis Team!
Client Care Coordinator
Basic Requirements
- High School Diploma or equivalent
- Bachelor’s degree is preferred
- Excellent administrative and process skills
- Customer Service Experience
- Three plus years of experience in an Administrative Position
- Experience with Microsoft Office Suite 365
- Ability to learn and operate our primary operating systems: RMS, Xactimate, TSheets, PDConnect, SharePoint, and OneDrive
- Ability to work independently
- Key Skills
o Highly Organized
o Ability to prioritize tasks
o High level Communicator
Overall Duties Include:
Customer & Communication:
- Answer calls (office and mobile), complete intake for new losses, and maintain communication with customers from start to finish.
- Educate customers on company processes and ensure client needs are met.
- Make weekly outbound calls, follow up on documentation, and close communication loops promptly.
Team & Operations Support:
- Participate in daily huddles to prioritize tasks.
- Assist supervisors and team leads with job updates and information.
- Support order deliveries, dispatch, and subcontractor coordination/recruiting.
Job & Documentation Management:
- Create and maintain job/project files, documentation, and invoices.
- Monitor job schedules and compliance timelines (RMS, Xact Analysis).
- Run reports, complete job notes, and ensure all tasks meet service level agreements.
Accounting & Compliance:
- Support accounts receivable/payable, collections, and payment schedules.
- Maintain collection goals (no A/R over 90 days) and handle accounting adjustments.
- Ensure vendor compliance and assist with purchase orders.
Performance Metrics:
- Adhere to SLAs, maintain a Net Promoter Score of 60+, and close communication loops within 24 hours.
- Ensure compliance documentation is completed accurately and on time.
High Level Job Duties Include:
Team & Leadership:
Team & Leadership:
- Hold weekly production meetings and goal-setting sessions with supervisors.
- Actively participate in leadership development trainings (e.g., sales, conflict resolution, management).
Business & Operations Support:
- Support marketing, business development, and customer payment collection efforts.
- Complete special assignments and assist during emergency response situations.
Continuous Improvement & Engagement:
- Contribute to problem solving and continuous improvement initiatives.
- Participate in company events, team meetings, and goal-setting activities to stay engaged with the broader team.
Hours
• Full time Monday through Friday 8am – 5pm and based at Paul Davis office.
• This may occasionally require after hours availability, including weekends, and/or holidays
• Full time Monday through Friday 8am – 5pm and based at Paul Davis office.
• This may occasionally require after hours availability, including weekends, and/or holidays
Reward
• Compensation is evaluated on a yearly basis effective from the start date of employment of each calendar year. An annual reward planner (ARP) is completed at that time.
• Promotions and advancement within the position bring progressively greater challenge, learning, responsibility, and compensation.
Please apply if you think you have what it takes to serve others and deliver a world-class service when others need it the most. We are looking forward to discussing this opportunity with you.
