Intake Specialist

Paul Davis Restoration of Omaha, NE

Intake Specialist

Omaha, NE
Full Time
Paid
  • Responsibilities

    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!

    The Intake Specialist is responsible for serving as the first point of contact for customers contacting our company. This role focuses on professionally answering incoming calls, gathering detailed information, creating urgency for customer needs, scheduling services, and ensuring a smooth transition from initial contact to operations. The Intake Specialist 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

    Schedule inspections, appointments, and service calls

    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

    Assist with customer follow-up and appointment confirmations

    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:

    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

    The employee is occasionally required to sit, climb, or balance, stoop or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

    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: 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.