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:
Secure signed Authorization to Proceed and intake forms from property owners.
Complete and manage the Restoration Job Checklist, including photos, scope notes, and required documents.
Organize and maintain digital job files with consistent naming, folder structures, and checklists.
Ensure job files meet insurance documentation standards and are ready for estimating and billing.
Communicate with clients and insurance contacts to collect missing or follow-up documents.
Prepare clean, organized files for internal teams such as estimators and project managers.
Track all job files through intake, documentation, and review stages.
Qualifications:
Experience in restoration, construction, insurance claims, or administrative support preferred.
Strong skills in digital file organization, documentation, and compliance tracking.
Comfortable using Google Drive, Dropbox, or similar cloud-based tools.
Familiarity with restoration workflows and insurance paperwork is a plus.
Bilingual (e.g., English/Spanish) a plus.
Soft Skills:
Highly organized with excellent attention to detail
Strong communication and follow-up abilities
Able to manage multiple tasks and deadlines simultaneously
Dependable, proactive, and self-motivated
