Restoration Claims Intake Coordinator

B & G RESTORATION

Village of Suffern (NY)

On-site

USD 42,000 - 60,000

Full time

14 days+
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Job summary

B & G Restoration in Suffern, NY is seeking a detail-oriented Claims Intake Coordinator to manage new restoration intakes, ensure documentation is complete and insurance-ready, and organize digital files.

You will secure Authorization to Proceed forms, maintain consistent naming and folder structures, and collaborate with estimators and project managers to move files through intake and review.

Qualifications

  • Experience in restoration, construction, insurance claims, or administrative support.
  • Strong skills in digital file organization, documentation, and compliance tracking.
  • Familiarity with restoration workflows and insurance paperwork.
  • Bilingual (e.g., English/Spanish) a plus.

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.

Skills

Digital file organization
Documentation & compliance tracking
Communication & follow-up
Multi-tasking & deadlines

Tools

Google Drive
Dropbox

Job description

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

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