Job Description
Job Description
Position Summary:
The Claims Intake Coordinator is responsible for managing all new restoration job intakes, ensuring documentation is complete, organized, and insurance-ready. This role is critical in obtaining Authorization to Proceed forms and making sure each job file is fully documented, properly labeled, and stored in a consistent, accessible format. Strong digital file management skills are essential for this position.
Key Responsibilities:
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Secure signed Authorization to Proceed and intake forms from property owners.
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Complete and manage the Restoration Job Checklist, including photos, scope notes, and required documents.
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Organize and maintain digital job files with consistent naming, folder structures, and checklists.
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Ensure job files meet insurance documentation standards and are ready for estimating and billing.
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Communicate with clients and insurance contacts to collect missing or follow-up documents.
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Prepare clean, organized files for internal teams such as estimators and project managers.
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Track all job files through intake, documentation, and review stages.
Qualifications:
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Experience in restoration, construction, insurance claims, or administrative support preferred.
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Strong skills in digital file organization, documentation, and compliance tracking.
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Comfortable using Google Drive, Dropbox, or similar cloud-based tools.
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Familiarity with restoration workflows and insurance paperwork is a plus.
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Bilingual (e.g., English/Spanish) a plus.
Soft Skills:
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Highly organized with excellent attention to detail
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Strong communication and follow-up abilities
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Able to manage multiple tasks and deadlines simultaneously
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Dependable, proactive, and self-motivated