What are the responsibilities and job description for the Field Service Coordinator position at Preferred Reports?
Job Summary:
Our Field Service Coordinators, internally referred to as Regional Supervisors, are primarily involved in inventory management, with our inventory being the orders placed by our customers. These orders can involve requests for information, site visits, safety assessments, and underwriting data gathering. It’s the job of the Regional Supervisor to oversee and coordinate assignments to assure an on-time delivery of a quality product for our customers.
Responsibilities:
Client Communications
Serve as a primary point of contact for clients regarding inspection status and service needs.
Communicate delays, request extensions, and provide timely updates.
Facilitate information requests between clients and field representatives.
Resolve customer concerns and complaints in accordance with company policies.
Build strong client relationships and provide exceptional service.
Collaborate with leadership to identify trends and recommend operational improvements.
Inventory Management
Monitor inspection inventory and report status to ensure on-time delivery.
Maintain regular communication with vendors regarding open assignments.
Identify and address service delays early in the inspection lifecycle.
Coordinate extension requests and report closeouts with clients.
Assign inspections and manage workload distribution across the territory.
Leverage support staff and operational tools to maintain service standards.
Territory Management & Contractor Relations
Manage vendor coverage and assignment strategies within the assigned region.
Support and orient newly approved vendors.
Maintain knowledge of vendor capabilities, specialties, and territory needs.
Additional Responsibilities
Participate in special projects, process improvement initiatives, and other duties as assigned.
Requirements:
Strong organizational, time management, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment with minimal supervision.
Strong verbal and written communication skills.
Demonstrated ability to build and maintain relationships with clients, vendors, and internal stakeholders.
High attention to detail and commitment to service excellence.
Proficiency in Microsoft Outlook, Word, and Excel.
Ability to work independently while contributing to a collaborative team environment.
Ability to exercise sound judgment and make timely business decisions.
Education and Experience:
Associate degree or higher preferred.
Minimum two years of professional business experience, customer service or administrative work.
Experience in vendor management, territory management, client service, or insurance-related operations preferred.
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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Benefits:
Health Insurance, Vacation & Paid Time Off, 401K Plan