Intake Specialist

Benefits

• Medical, Dental and Vision Benefits
• Company shirts
• Maternity, Paternity & Adoption Leave
• 401(k) matching
• Paid time off
• 401(k)
• Opportunity for advancement
• Training & development

Essential Duties/Responsibilities

• Answer incoming calls promptly, professionally, and with empathy
• Gather detailed and accurate customer, property, and loss information
• Create and enter new jobs into company software systems
• Prioritize emergency and high-urgency calls appropriately
• Coordinate and communicate new opportunities to the correct internal teams
• Maintain consistent communication with customers throughout the intake process
• Respond to voicemail, email inquiries, and online leads in a timely manner
• Ensure all required intake information is complete and documented accurately
• Verify contact, insurance, and basic job information when applicable
• Support office and administrative functions as needed
• Maintain professionalism and composure during stressful customer situations
• Help support company goals around speed to lead, response times, and customer satisfaction
• All other duties as assigned

Competency – Knowledge, Skills and Abilities

• Ability to answer a high volume of incoming calls
• Knowledge of Microsoft Office applications (Outlook, Word, Excel, Teams, SharePoint)
• Strong communication and customer service skills
• Professional phone etiquette
• Excellent organizational and multitasking abilities
• Strong attention to detail and accuracy
• Ability to work in a fast-paced environment
• Positive attitude and team-oriented mindset
• Basic computer proficiency and ability to learn company software systems
• Ability to work office equipment
• Ability to work independently
• Maintain a high level of confidentiality
• Ability to follow our Paul Davis Values, Vision, Mission, and 10 Serving Basics
• Prior customer service, dispatching, administrative, or call center experience preferred
• Restoration, insurance, or home service industry experience is a plus

Required Education and Experience

• A High School Diploma or GED
• 2 plus years’ experience as a receptionist or in a customer service role
• 1 plus years’ experience in an administrative role

Physical Requirement

• Must be able to stay in a stationary position up to 100% of the time
• Constantly operates a computer and other office equipment
• Must be able to communicate and converse with customers over the phone

Travel

No travel is required for this position.

Reasonable Accommodation for Disability

Any applicant or employee, who believes that a reasonable accommodation is required for purposes of federal or state disability law is required to contact Human Resources to begin the interactive exchange process.

Disclaimer

Paul Davis Restoration is an equal opportunity employer. Paul Davis Restoration provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.