Intake Specialist
About The Position
When someone's home or business has been damaged by water, fire, storms, or other disasters, they're often having one of the most stressful days of their life. As an Intake Specialist, you'll be one of the first people they speak with. You'll gather critical information, calm anxious customers, coordinate with our operations teams, and ensure every job starts accurately and quickly. Your attention to detail and sense of urgency directly impact our ability to help families and businesses recover. If you're highly organized, enjoy multitasking, and thrive in a fast-moving environment where every day is different, we'd love to meet you. Paul Davis is the largest Paul Davis franchise in the country, serving communities throughout Eastern Wisconsin and Northern Illinois. We're committed to excellence, teamwork, and providing an exceptional experience for every customer we serve. We believe the best people deserve the best workplace.
Requirements
- Loves staying organized
- Enjoys helping people during difficult situations
- Learns new technology quickly
- Can juggle multiple priorities without losing attention to detail
- Communicates professionally with customers and teammates
- Takes ownership and follows through
- 2+ years in customer service, administration, dispatch, intake, call center, or office support
- Experience with customer phone calls and data entry
- Comfortable working across multiple computer systems at the same time
Nice To Haves
- Restoration, construction, insurance, or service industry experience is a plus—but not required
Responsibilities
- Receive and process new restoration job assignments
- Gather customer, insurance, and property information accurately
- Create new jobs in multiple software systems
- Route emergency losses to the appropriate branch and team
- Answer incoming calls and emails with professionalism and empathy
- Communicate with customers, insurance carriers, property managers, and internal teams
- Maintain accurate documentation and update job information as projects evolve
- Help ensure every restoration project starts smoothly and efficiently
Benefits
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
