Intake Coordinator

SERVPRO Team Wall - 9695

Intake Coordinator

Sparks Glencoe, MD
Full Time
Paid
  • Responsibilities

    SERVPRO's Former Franchise of the Year, Team Wall is looking for our next great hero!

    Who are we? Feel free to check us out: https://www.instagram.com/servproteamwall/?hl=en

    SERVPRO Team Wall, Franchise of the Year in 2022, is seeking a human resources professional with plenty of hustle, adaptability, resilience, and drive. If you this sounds like you, you may be able to further your career with the SERVPRO - Team Wall.

    As a valued SERVPRO® Franchise employee, you will receive a competitive pay rate, with opportunity to learn and grow.

    Job Summary: The Intake Coordinator will be responsible for providing excellent customer service during phone calls and e-mail correspondence with customers. Primary responsibilities will consist of obtaining necessary intake data to create, schedule, and dispatch estimate appointments and jobs; proficiency with intake process and applications/documentation; and timely adherence to intake TPA timestamping. Additionally, Intake Coordinators participate in the on-call rotation for after-hours emergency calls and SERVPRO Corporate-dispatched jobs.

    Major Duties and Responsibilities

    Daily

    Preparation

    All Intake Coordinators will be prepared to take calls at the beginning of shift start time.

    Monitor the Unscheduled Leads Dashboard

    Ensure all potential mitigation leads are being contacted and moved to the correct status via the Team Wall Standard Administrative Operating Processes.

    Intake Calls

    Intake Coordinators will be responsible for fielding all intake calls during business hours and notated/assigned on-call hours.

    It is the Intake Coordinator’s responsibility to gather ALL required information from the customer to optimize the success of Team Wall’s production, sales, marketing, accounting, and administrative teams. The success of every job starts with the intake experience and complete information gathered.

    Scheduling and Dispatching

    The Intake Coordinator is responsible for not only the information intake of a lead or job, but also placing the estimate or service appointment on the local office’s calendar so that it optimizes the crew’s logistical location and business operations. This will be for both first time and repeat service appointments.

    Customer Service

    Intake Coordinators are essential to building the foundation of a positive customer service experience by communicating via phone and e-mail to customers and points of contact on a daily basis. Excelling in customer service and communication is a necessary trait of an Intake Coordinator.

    Job File Documentation

    Ensure that all daily updates and customer communication is recorded and documented in the Workcenter job file.

    Ensure all required service start forms (ATP) are distributed, signed, and included in the Workcenter job file.

    As Needed:

    Customer Documentation

    Intake Coordinators are responsible for obtaining ATPs from customers via e-sign as needed.

    Invoicing

    At times, estimate fees will need to be invoiced via QuickBooks Online. Intake Coordinators are directly responsible for entering this information if needed.

    Employee Training

    Intake Coordinators assist Intake Lead in training new Intake Coordinators via on-the-job training and shadowing opportunities.

    Additional Tasks

    Intake Coordinators complete tasks as assigned by Intake Lead.

    Company Benefits:

    401k +matching

    Medical/Dental/Vision

    Generous PTO policy

    Training & Development

    All employees of a SERVPRO® Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO® Franchise. SERVPRO® Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.