Customer Service and Administrative Assistant for Andrea and Steven

I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.

If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!

My promise to you:

I provide a FUN working environment.

We are constantly learning new things.

We are a team who wants to be the best at what we do, which means you have the BEST teammates.

I ALWAYS pay on time.

I treat all of my team members with respect and love.

Client Overview:

Steven and Andrea lead a roofing company and they are looking for a unicorn who can manage incoming and outbound calls, schedule appointments, maintain accurate lead information, and support the team with administrative and project coordination tasks.

Client Requirements:

• Must be able to work 40 hours weekly
• Must be able to work 9am to 5pm Mountain Time (US), Monday through Friday.
• Must have strong English communication skills (written and verbal)
• Must be comfortable speaking English clearly with minimal accent for calls and meetings
• Must have previous experience handling inbound and outbound calls and be comfortable speaking with homeowners, commercial property owners, sales representatives, and insurance companies.
• Must be highly organized, detail-oriented, proactive, and able to manage multiple priorities independently
• Must have a warm, welcoming, and professional phone presence.
• Must be female

Responsibilities/Tasks:

Must-Have Experience (Responsibilities You Must Be Proficient In):

These are the tasks the VA needs to handle independently and confidently from day one:

Customer Service and Appointment Scheduling:

• Answer incoming phone calls professionally.
• Make outbound calls to homeowners, commercial property owners, insurance companies, and other contacts as needed.
• Schedule qualified appointments directly on the appropriate representative’s calendar.
• Respond to basic questions and make sure callers understand the next steps.

Administrative/Project Support and CRM Management:

• Enter leads into the CRM.
• Keep contact information, lead details, notes, appointment information, and next steps accurate and up to date.
• Assign or route leads to the appropriate sales representative.
• Pull property owner lists and organize the information for the sales team.
• Validate residential and commercial property information before passing it to the appropriate team member.
• Maintain organized lead lists, call records, and follow-up information.
• Contact insurance companies to request or confirm information and follow up on outstanding items.
• Contact homeowners to confirm important project details, such as material delivery and scheduled build dates.
• Follow up with customers after service or project milestones to request feedback, ratings, and reviews.

Pay and Benefits:

• Competitive hourly rates
• Wellness package
• Squad Breaks (paid time off)
• Quarterly performance bonuses
• Holiday and year-end bonuses
• Annual appraisal

Our super cool hiring process:

• We have real people communicating with you and looking at your application!
• We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it.
• At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!

So we appreciate your help in preparing your details to present to our clients.