Benefits:

Paid Holiday, Vacation & Sick Days

Maternity, Paternity & Adoption Leave

Company shirts

Company Cell Phone

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Training & development

Vision insurance

401(k)

401(k) matching

Are you motivated by a drive to serve others and achieve results? Do you thrive as an independent yet collaborative team player who takes initiative and gets things done? Are you comfortable with a fast-paced work environment where urgency is key? Do you have a keen eye for detail and ensure thoroughness in your work? If so, we welcome you to join our exceptional team!

Join the Paul Davis Team!

$42,000 - $50,000 per year

Customer Intake Coordinator

The Customer Intake Coordinator works within our Sales, Emergency Services (Mitigation) Department and/or our Reconstruction Department, serving as a liaison for the client to identify project requirements and specifications. The Customer Intake Coordinator administers and organizes jobs, supporting team members as assigned.

RESPONSIBILITES:

May support Mitigation Manager, Reconstruction Production Manager or Project Director when needed

Answer incoming calls on office and mobile lines

Complete intake for new losses

Collaborate with clients, customers and vendors

Complete job notes in operating systems

Complete compliance tasks in main operating systems

Create new loss (jobs and projects) files

Create and send invoices for jobs/projects

Maintenance and filing of job files and project documentation

Make collections calls for the Accounts Receivable department

Run reports in main operating system, RMS

Confirm that the current jobs are on schedule and meeting compliance deadlines

Coordinate job/project schedules, resources, equipment, and labor

Liaison with clients to identify and define jobs

Ensure the client’s needs are met from start to completion of job

Assist Project Managers with job updates and job information

All other administrative and other office duties as assigned

Competency – Knowledge, Skills and Abilities:

Knowledge of Microsoft Office applications (Outlook, Word, Excel)

Customer Service Skills

Communication skills

Typing skills

Administration skills

Ability to learn and operate our primary operating systems: RMS, Contractor Connection, ADP, Sage, SharePoint, and One Drive

Ability to create documents and invoices

Ability to answer and communicate with customers over the phone

Ability to work office equipment (printer, phone system, computers)

Ability to work independently

Ability to coordinate multiple jobs within the same time frame in a fast-paced environment

Stress Management and Composure

Maintain a level of confidentiality

Required Education and Experience:

High School Diploma or GED required

Customer Service experience

Three plus years’ experience in an Administrative position

Preferred Education and Experience:

Associate Degree Preferred

One or more years’ experience within the restoration industry or related industry

Physical Requirement

Must be able to stay in a stationary position up to 30% of the time

The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Constantly operates a computer and other office productivity machinery, such as a calculator, fax machine, copy machine, and computer printer.

Must be able to observe and perceive information on a computer and documents

Must be able to communicate and converse with customers over the phone

Occasionally will lift up to 10lbs

Make an impact now: Paul Davis is proud of our 56-year heritage 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.