Prepare detailed and accurate job estimates using Xactimate software in accordance with insurance industry standards
Collaborate with project managers and field technicians to gather scope-specific details
Ensure estimates are submitted timely and follow up on pending approvals or revisions
Create, organize, and maintain digital job files from intake to closeout
Ensure all customer documentation, contracts, and photos are uploaded and accurately recorded
Track job progress and follow up on outstanding paperwork or data
Maintain internal databases and logs with up-to-date status and billing notes
Respond professionally to incoming calls and emails, collecting detailed customer information
Communicate with insurance companies and third-party administrators (TPAs) regarding estimate status and documentation
Assist customers with billing-related questions and ensure a positive service experience
Perform administrative tasks including data entry, document formatting, reporting, and cross-team support
Assist in refining internal billing workflows and administrative systems to improve efficiency
Provide backup support to other office roles as needed during peak demand

Xactimate experience is preferred but not required (willing to train)
High attention to detail with strong organizational and analytical skills
Proficient with Microsoft Excel, document management, and basic office software
Strong written and verbal communication skills
Ability to prioritize multiple tasks in a fast-paced environment
Self-starter with the ability to work independently and meet deadlines
Previous administrative experience in the insurance or emergency restoration industry (preferred)
Familiarity with CRM systems or job-tracking platforms (e.g., DASH, Job-Dox, etc.) (preferred)
Working knowledge of insurance claim processes and documentation standards (preferred)

Health Insurance: Company-paid (Employee) insurance with buy up options available.
Life Insurance: 100% company-paid coverage
401(k): Employer matching available
Paid Time Off: 10 PTO days + 1 floating holiday annually
Professional Growth: Advancement opportunities in a fast-growing company
Work Environment: Beautiful, modern office with positive and supportive culture
Remote Flexibility: Hybrid work option available after training and trial period

Billing Associate

Key skills