Intake Specialist

Job Description

Job Description

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

Do you want to make an Impact in your community in a diverse and inclusive company, working in a dynamic and growing industry, while supporting your personal and professional journey in your career?

Join the Paul Davis Team!

Intake Specialist
$18.00 - $22.00 per hour + benefits!

As the first point of contact, our intake specialists act as the initial bridge between customers and our company. This role focuses on professionally answering a high volume of incoming calls, gathering detailed information, creating urgency for customer needs, scheduling services, and ensuring a smooth transition from initial contact to operations.  As the literal voice of our brand, this position plays a critical role in delivering an excellent customer experience while helping drive response times and operational efficiency.  

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 

• High School Diploma or GED required. 
• 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.

Make an impact now: Since 1966, Paul Davis has been serving people in their time of need when facing disaster and having their worst day. We are a customer, employee and client focused company, passionately serving our community in its time of need and becoming an indispensable partner to our clients though our dedicated work!  WE ARE PAUL DAVIS!

 
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.