Role Overview:
We are seeking a proactive Bilingual Sales & Claims Coordinator (Roofing & Insurance Support) to support both lead generation and insurance claim coordination.
This role combines outbound appointment setting and administrative claims follow-up, ensuring homeowners are qualified for inspections while ongoing insurance processes move forward efficiently and without delays.
Company Overview:
A growing U.S.-based roofing company focused on helping homeowners navigate roof replacement and insurance claim processes. The company emphasizes strong customer communication, efficient claims follow-up, and high-quality inspection services to maximize project success.
Schedule:
- Mondays to Fridays, fixed schedule—can be defined together with the client (US Eastern Time, 40 hours per week)
Scope:
- Manage both outbound lead generation and claims follow-up activities
- Support homeowners throughout the inspection and insurance processes
- Coordinate closely with roofing inspectors, sales teams, and insurance providers
- Help maximize lead conversion and payment turnaround timelines
- Work in a fully remote environment aligned with U.S. business hours
- Direct impact on revenue generation and project completion efficiency
Key Responsibilities:
- Appointment Setting & Lead Generation
- Conduct outbound cold calls to homeowners to offer free roof inspections
- Qualify leads based on roof age, condition, and eligibility criteria
- Schedule appointments for roofing inspectors and sales teams
- Maintain accurate records of calls, appointments, and follow-up actions
- Provide excellent customer service and professional communication throughout the process
- Claims Administration & Insurance Follow-Up
- Communicate with insurance companies to obtain updates on claim status and estimates
- Follow up on supplements, Completion of Certificates (COC), and pending approvals
- Ensure all required documentation has been received and processed correctly
- Monitor payment status and released funds for completed projects
- Maintain organized tracking of all claims-related communication and updates
Requirements:
- Proven experience in outbound sales, appointment setting, or cold calling
- Based in South America with availability during EST business hours
- Strong administrative and organizational skills
- Ability to work efficiently in a high-volume call environment
- Close attention to detail when tracking claims and documentation
- Self-motivated with the ability to work independently in a remote environment
Highly Regarded Skills & Experience:
- Experience working with U.S.-based insurance claims or roofing companies
- Familiarity with supplement follow-ups and claims processing
- Experience using CRM systems and lead tracking tools
- Previous remote work experience
- Ability to manage both sales outreach and administrative workflows simultaneously
Independent Contractor Perks:
- Permanent work from home
- Immediate hiring
- Health insurance coverage for eligible locations
Note:
- Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.