Administrative -Supplements & Estimates Support (BL)
职位：行政 VA （补充剂和估计支持）行业：屋顶与侧面位置：远程。全职 我们是一个不断增长的屋顶和侧面承包商，寻求一个详细化和可靠的管理虚拟助理来支持我们的补充和估算部门。这一角色对于确保提交的估计和补充物正确跟踪，追踪和有效地通过过程进行移动至关重要帮助减少延误并保持项目进入生产。主要责任：补充和预测监控 ·监督提交的补充物和估计物被发送给保险公司 ·定期关注审查状态和跟踪以确保进展情况 ·确保没有错过或延迟估计和补充 运营商沟通 ·通过电话和电子邮件与保险公司交流 ·随时关注待定的审查，批准和需要的文件 ·必要时处理长时间的电话停留记录和协调 ·协助收集完成补充程序所需的额外信息 ·对准确性和完整性的工作范围和预测进行评估 ·与销售代表，管理人员和内部团队协调 行政支持 ·在 CRM (AccuLynx) 中保持有组织的记录 ·定期更新职位状态和笔记 ·支持有关估算过程的一般任务：要求：· 强大的书面和口头沟通技能 · 了解或学习工作的估计和范围 · 方便地处理基于电话的跟踪和持久时间 · 高度组织，高度关注细节 · 团队参与者能够跨部门交流 · 与 CRM 系统 （AccuLynx 是一个优势）·熟练使用 Outlook,微软团队和网页浏览器 (Chrome/Edge) 成功看起来如何：·补充剂和估算经常追踪并进行监测 · 审批周期时间缩短 · 与运营商之间的通信及时有效 ·项目从估算到生产迅速移动 原始上发布在喜马拉雅山脉
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Position: Administrative VA (Supplements & Estimates Support)
Industry: Roofing & Siding
Location: Remote | Full-Time
We are a growing roofing and siding contractor seeking a detail-oriented and reliable Administrative Virtual Assistant to support our supplementing and estimating department.
This role is critical in ensuring that submitted estimates and supplements are properly tracked, followed up, and moved efficiently through the process—helping reduce delays and keep projects moving to production.
Key Responsibilities:
Supplement & Estimate Tracking
- Monitor submitted supplements and estimates sent to insurance carriers
- Track review status and follow up regularly to ensure progress
- Ensure no estimates or supplements are missed or delayed
Carrier Communication
- Communicate with insurance carriers via phone and email
- Follow up on pending reviews, approvals, and required documentation
- Handle extended phone hold times when necessary
Documentation & Coordination
- Assist in gathering additional information needed to close supplements
- Review scopes of work and estimates for accuracy and completeness
- Coordinate with sales reps, managers, and internal teams
Administrative Support
- Maintain organized records within the CRM (AccuLynx)
- Update job statuses and notes regularly
- Support general admin tasks related to the estimating process
Requirements:
- Strong written and verbal communication skills
- Ability to understand or learn estimates and scopes of work
- Comfortable handling phone-based follow-ups and hold times
- Highly organized with strong attention to detail
- Team player with the ability to communicate across departments
- Experience with CRM systems (AccuLynx is a plus)
- Proficient in Outlook, Microsoft Teams, and web browsers (Chrome/Edge)
What Success Looks Like:
- Supplements and estimates are consistently tracked and followed up
- Cycle time for approvals is reduced
- Communication with carriers is timely and effective
- Projects move quickly from estimating to production
Originally posted on Himalayas