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Full-time
high school, bachelor degree
Posted 3d ago
~40 hrs/week
Responsibilities
The Portals & Compliance Specialist serves as a key connection point between internal teams and clients to ensure all protocols and compliance requirements are met. They are responsible for managing client portals, tracking compliance documentation, and identifying opportunities to streamline operational processes.
Requirements
Candidates should have at least 3 years of experience in customer service, project coordination, or operations support. A high school diploma is required, while a bachelor's degree in a related field is preferred.
Full job description
A Day in the Life of a Portals & Compliance Specialist
As a Portals & Compliance Specialist, no two days are exactly alike. You'll serve as a key connection point between Business Development, clients, insurance partners, operations, and internal support teams, ensuring client protocols and requirements are understood, documented, and consistently met. Your day may include managing client protocols, supporting customer portal administration, coordinating compliance documentation, maintaining accurate client information, and monitoring portal requirements. You'll also help coordinate new client onboarding and work closely with teams across the organization to resolve issues, answer questions, and keep client expectations at the forefront of daily operations.
Beyond day-to-day portal and compliance management, you'll play an important role in helping our teams work smarter and more efficiently. You'll educate operational teams on client expectations, identify opportunities to streamline processes, recommend technology enhancements, and contribute to continuous improvement initiatives. By strengthening collaboration, improving portal processes, and ensuring compliance with client-specific requirements, you'll help enhance customer satisfaction and support strong, consistent operational execution.
Key Responsibilities:
Manage and maintain client protocols, ensuring requirements are accurate, current, documented, and communicated to the appropriate internal teams
Administer client portals, including onboarding, user access, system settings, compliance documentation, notifications, and ongoing maintenance
Monitor portal compliance and proactively track required documents, COIs, expiration dates, renewals, and client-specific requirements
Partner with Business Development, Operations, National Accounts, Insurance, Marketing, and clients to ensure expectations and compliance requirements are consistently met
Troubleshoot portal and compliance issues by coordinating with internal teams and external client contacts to drive timely resolution
Facilitate Lunch & Learns, Teams meetings, and educational sessions to increase awareness of client-specific protocols and requirements
Support onboarding and training for new Project Directors and operational teams working with portal-based clients
Prepare and maintain weekly and monthly reports, track portals metrics, identify trends, and provide actionable recommendations to leadership
Evaluate workflows and identify opportunities to improve efficiency through technology, automation, reporting, and process enhancements
Develop, document, and update standard operating procedures to support consistency compliance, and continuous improvement
Review and organize data from multiple sources while maintaining accurate records, version control, and documentation history
Meet established KPIs and performance goals while demonstrating a strong sense of urgency, attention to detail, and exceptional customer service
Manage multiple priorities and projects across various phases while adapting positively to changing client needs, protocols, and business requirements
Collaborate effectively with internal and external stakeholders, using strong problem-solving skills to deliver solutions and enhance the client experience
Follow and uphold all company, state and federal policies, procedures, regulations, and compliance requirements
Work effectively in a 24/7 operational environment with flexibility to support day, swing, or night schedules
Experience and Education:
3+ years of experience in customer service, client support, project coordination, account management, operations support, communications, or related field
Experience managing customer portals, CRM systems, compliance or insurance documentation, or operational support processes
Experience preparing reports, dashboards, and performance metrics
High school diploma or GED required; equivalent work experience may be considered
Bachelor's degree in business administration, Communications, Marketing, Project Management, or a related field, preferred
Experience in restoration, construction, property services, facilities management, insurance, or another customer-focused service industry, preferred
Subject to Federal, State and Local laws, regulations and/or ordinances, applicant must be able to pass Background Check and Pre-employment Drug Screen.
First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Third party resume submissions not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee.
24/7 Emergency Property Restoration Services Across North America
Industry
Construction
Company size
1,001-5,000 employees
Founded
2007
Headquarters
Englewood, Colorado
LinkedIn followers
25,941
We are FIRST ONSITE, a leading disaster restoration and property reconstruction company serving North America and beyond. We offer comprehensive, coast-to-coast coverage and service across all 50 United States and Canada, with the equipment, technology and expertise to respond to disasters of all kinds. We’re proud to provide expert planning, remediation, restoration and reconstruction services for essential industries of every kind: including healthcare, education, retail, residential and more.
24/7 Emergency Response, No Matter What
In an emergency, every second counts, so our team of professionals is always ready to rapidly respond. With 24/7 emergency service, 365 days a year, your call for help is our call to action. Our speed and efficiency is paired with an unwavering commitment to safety, so we can reduce business interruption and downtime, while getting you back to normalcy as quickly as possible.
Personalized Service Meets National Resources
Our client partners experience the best of both worlds when they team up with us: direct, local service and a fully customized approach, backed by the power of our national-scale resources. Our team’s unique scalability and robust offerings means we can power our partners through any challenge that come your way—whenever, wherever and whatever it takes.
Our Human-Powered Difference
Our speed, scope and scale are unmatched, but it’s our people that make the real difference—we like to call it our human-power. Our company is purpose-driven and values-led, and that comes through in how we work with you and with one another. As your dedicated partner, we’re committed to going the extra mile to provide the best possible service. Acting with urgency and accountability, our team of professionals is dedicated to doing the right thing, always. It’s our goal to be so responsive, capable, efficient and supportive that we are the only partner our clients ever need.
Together, we will help you Restore,
Offices: 6200 S Syracuse Way, Suite 230, Englewood, Colorado 80111, US · 60 Admiral Blvd, Mississauga, ON L5T 2W1, CA · 3401 Quorum Drive Suite 300, Fort Worth, Texas 76137, US · 110 Matheson Blvd W, Suite 210, Mississauga, Ontario L5R 4G7, CA
WINDFIREFLOODSMOKECommercial & Large LossCatastrophe CleanupEmergency Mitigation & ResponseBusiness ContinuityDisaster RestorationReconstruction and Rebuild
24/7 Emergency Property Restoration Services Across North America
Industry
Construction
Company size
1,001-5,000 employees
Founded
2007
Headquarters
Englewood, Colorado
LinkedIn followers
25,941
We are FIRST ONSITE, a leading disaster restoration and property reconstruction company serving North America and beyond. We offer comprehensive, coast-to-coast coverage and service across all 50 United States and Canada, with the equipment, technology and expertise to respond to disasters of all kinds. We’re proud to provide expert planning, remediation, restoration and reconstruction services for essential industries of every kind: including healthcare, education, retail, residential and more.
24/7 Emergency Response, No Matter What
In an emergency, every second counts, so our team of professionals is always ready to rapidly respond. With 24/7 emergency service, 365 days a year, your call for help is our call to action. Our speed and efficiency is paired with an unwavering commitment to safety, so we can reduce business interruption and downtime, while getting you back to normalcy as quickly as possible.
Personalized Service Meets National Resources
Our client partners experience the best of both worlds when they team up with us: direct, local service and a fully customized approach, backed by the power of our national-scale resources. Our team’s unique scalability and robust offerings means we can power our partners through any challenge that come your way—whenever, wherever and whatever it takes.
Our Human-Powered Difference
Our speed, scope and scale are unmatched, but it’s our people that make the real difference—we like to call it our human-power. Our company is purpose-driven and values-led, and that comes through in how we work with you and with one another. As your dedicated partner, we’re committed to going the extra mile to provide the best possible service. Acting with urgency and accountability, our team of professionals is dedicated to doing the right thing, always. It’s our goal to be so responsive, capable, efficient and supportive that we are the only partner our clients ever need.
Together, we will help you Restore,
Offices: 6200 S Syracuse Way, Suite 230, Englewood, Colorado 80111, US · 60 Admiral Blvd, Mississauga, ON L5T 2W1, CA · 3401 Quorum Drive Suite 300, Fort Worth, Texas 76137, US · 110 Matheson Blvd W, Suite 210, Mississauga, Ontario L5R 4G7, CA
WINDFIREFLOODSMOKECommercial & Large LossCatastrophe CleanupEmergency Mitigation & ResponseBusiness ContinuityDisaster RestorationReconstruction and Rebuild