What are the responsibilities and job description for the Project Administrator position at Servpro® of Santa Clarita Valley?
Benefits:
Primary Responsibilities
FNOL Intake, Customer Service, and Dispatch
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Primary Responsibilities
FNOL Intake, Customer Service, and Dispatch
- Promptly receive, screen, and enter all lead calls and job referrals (FNOLs) into relevant systems with complete, accurate details.
- Answer phones, route inquiries, and greet visitors in a professional manner; resolve routine issues and escalate as needed.
- Dispatch and track leads/referrals to the appropriate operational teams to ensure rapid response and clear handoffs.
- Monitor logistical progress of referrals and active jobs to meet customer expectations and program requirements.
- Maintain an accurate, up-to-date WIP board for all active leads and projects.
- Collaborate with RMs and CMs to coordinate the daily production schedule and on-call schedule; confirm resources, sequencing, and timing.
- Review WIP trends to identify bottlenecks or gaps; surface issues early and recommend practical fixes.
- Communicate daily with RMs, RSs and CMs to ensure all required documentation is captured on site at point of task (photos, readings, notes, signatures).
- Verify estimates based on documented scope and photos; verify that all work performed is captured for billing.
- Audit job files daily for accuracy and completeness against internal SOPs and program requirements.
- Complete job file reports for all assigned projects.
- Review timestamps and other datapoints to ensure accurate reporting and KPMs.
- Prepare files for final upload and audit; perform internal audits to confirm estimate, scope, and file compliance.
- Monitor and ensure all client/program requirements are followed; maintain timely internal and external communications.
- Execute all job close-out activities, including documentation checks, status updates, and tasking to the billing/accounting team.
- Coordinate with accounting to support accurate, timely invoicing and resolve documentation questions quickly.
- Maintain organized digital and physical records; perform light filing as needed.
- Assist other departments as assigned to meet business needs.
- High school diploma or GED required.
- Prior receptionist/office, dispatch, or estimating experience preferred.
- Exceptional customer service, strong administrative skills, and clear verbal and written communication required.
- Proficiency with common office software and digital tools; strong general tech skills, ability to learn industry platforms quickly.
- Experience in restoration, construction, or insurance is a plus. (Familiarity with estimating and job-management systems preferred.)
- Office-based, largely sedentary role. Occasional filing and lifting of file boxes; may require opening cabinets and using a step stool.
- Full-time, Monday–Friday, start time at 7:30am (just prior to business open), concluding at 5:30pm (just after business close)
- Longer or flexible hours may be required based on business needs. Minimal travel.