Customer Onboarding Coordinator

Description

• Enter insurance policy and expiration information.
• Create customer portal login credentials.
• Review and request COI renewals & maintain the database.
• Verify the credit limit with Leadership.
• Oversee new 3rd party customer setup:
• Verify credit app completion and credit references.
• Submit pre-lien notices for all new job setups.
• Obtain certificate of insurance and submit for review (compliant/acceptable).
• Setup approved customers within our database.

Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds if needed.
• Positive interpersonal skills and strong work ethics.
• Experience with Coupa and RentalMan software preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Excellent communication skills, both verbal and written.
• Knowledge of Sales Tax and construction project contract language preferred.
• Ability to work in both a team environment and independently.
• Well organized with attention to detail.
• 1–3 years of customer management experience.
• Construction or industry related experience a plus.
• Ability to prioritize, multitask, and manage time effectively.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance