What are the responsibilities and job description for the Lead Intake Specialist position at Paul Davis Restoration of SEWI?
Description
Be the First Impression. Be the Difference.
At Paul Davis Restoration, we help people recover from unexpected disasters—fire, water, wind, and more. As our Intake Lead, you will be the friendly, professional first point of contact for customers, insurance partners, and colleagues. Your organization, communication skills, and “can-do” attitude will set the tone for exceptional service and teamwork.
What You’ll Do
- Professionally represent Paul Davis in every interaction—phone, email, and in person.
- Answer all incoming calls and direct them to the appropriate personnel.
- Intake all new business losses/leads, secure estimator assignments, and dispatch efficiently.
- Review and ensure all new losses via phone and email are properly addressed and entered into our system.
- Communicate effectively and follow through with the Intake Team to close the loop on customer service.
- Generate and email monthly NPS reports and respond to customer complaints with care.
- Serve as backup to the Intake Specialist during vacations or sick days.
- Assist with Intake Meeting agendas and other team needs.
- Support colleagues with miscellaneous administrative duties as needed.
What We’re Looking For
- Education: High school diploma or equivalent.
- Experience: 2 years as a receptionist or in a related customer service role.
Skills & Abilities:
- Excellent multi-tasking and ability to handle high call volumes.
- Strong listening, communication, and follow-through skills.
- Detail-oriented with superior organizational abilities.
- Flexible and positive “can-do” attitude.
- Bilingual skills a plus.
Work Environment & Requirements
- Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m. (1-hour lunch).
- Occasional overtime or work outside regular hours during catastrophes.
- Physical demands: Extensive sitting and typing.
- Professional appearance and demeanor required.
- Uphold the Paul Davis mission, values, and departmental goals.
Why Join Paul Davis?
- Career Growth: We promote from within and invest in your future.
- Team Environment: A supportive, fun, and collaborative culture.
- Competitive Pay & Benefits: Raises, bonuses, and great work–life balance.
- Purposeful Work: Make a real difference in people’s lives every day.
Apply today to become a critical part of the Paul Davis team, where your professionalism and positivity help our customers through life’s toughest moments.
Requirements
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.
