Customer Intake & Administrative Coordinator

Paul Davis Restoration of Southeast WI & Northern IL

Customer Intake & Administrative Coordinator

Appleton, WI
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Competitive salary

    Employee discounts

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    Wellness resources

    Be the first reason customers trust us.

    When disaster strikes, every conversation matters.

    At Paul Davis Restoration, we help homeowners and businesses recover from water, fire, storm, and other property damage. As the largest Paul Davis franchise in the country, we're expanding into our brand-new Appleton office and looking for an organized, customer-focused professional who thrives in a fast-paced environment and enjoys keeping everything running smoothly behind the scenes.

    If you're someone who loves solving problems, staying organized, and making a positive first impression, we'd love to meet you.

    What You'll Do

    As our Intake & Administrative Coordinator, you'll be the bridge between our customers, insurance partners, and operations team. You'll ensure new jobs are set up accurately, customers receive exceptional service, and our office operates efficiently every day.

    In this role, you will:

    Receive and process new restoration assignments from customers, insurance companies, and referral partners

    Gather and verify customer, claim, and property information to ensure accurate job setup

    Create and maintain job files while entering data with exceptional accuracy

    Route projects to the appropriate teams based on location, urgency, and job type

    Monitor incoming calls, emails, and online portals to support timely response to new losses

    Prepare electronic documents using Adobe Sign, including work authorizations, change orders, and Certificates of Satisfaction

    Communicate professionally with homeowners, insurance representatives, and internal team members

    Complete customer follow-up calls after projects are completed to gather feedback and encourage Google reviews

    Enter deposits, process mail, order office supplies, and support day-to-day office operations

    Assist with office events and other administrative projects that help keep the branch running efficiently

    We're Looking For Someone Who:

    Loves helping people and providing outstanding customer service

    Is highly organized and enjoys managing multiple priorities at once

    Has exceptional attention to detail and takes pride in accurate work

    Communicates professionally both over the phone and in writing

    Learns new technology quickly and is comfortable working across multiple software systems

    Stays calm, adaptable, and solution-oriented in a fast-paced environment

    Enjoys supporting a team and contributing wherever needed

    Qualifications

    High school diploma or equivalent required

    Two or more years of experience in an administrative, customer service, intake, dispatch, call center, or office support role preferred

    Experience in restoration, construction, insurance, or another service-based industry is a plus

    Proficiency with Microsoft Office and the ability to learn multiple software platforms

    Valid driver's license with an insurable driving record

    Why Paul Davis?

    When you join Paul Davis Restoration, you're joining a company built on teamwork, accountability, and helping people during some of the most challenging moments of their lives.

    Work Hours: Monday-Friday schedule (7:30 AM-3:30 PM)

    If you enjoy keeping things organized, helping people, and being an essential part of a high-performing team, we'd love to hear from you. Apply today and help us build something great in Appleton!

    Paul Davis Restoration does not discriminate on any unlawful basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other status protected by law.