Title: Senior Insurance Restoration Estimator
Reports to: Insurance Restoration Sales Manager
Hours: Full Time
Primary Purpose:
Green Construction Services specializes in commercial and residential insurance restoration. GCS exists to bring peace of mind and a sense of relief to our clients. Our projects include custom remodeling jobs as well as fire, flood, storm restoration and mold remediation. The primary purpose of this role is to support sales efforts by moving clients through the sales process and to generate confidence in our team. We want our production team to begin the project with an already-satisfied client.
Position Overview
The restoration estimator supports and reports to a restoration sales manager and is responsible to complete the sales process for signed projects. This includes obtaining pertinent bids from vendors and subcontractors, creating a detailed Xactimate estimate, negotiating with insurance carriers for scope and valuation, and keeping the client informed every step of the way. On occasion, the estimator may handle the initial sales call for smaller projects.
Major Duties and Responsibilities
Take over a project once a sales manager secures a signed contract from a customer.
Occasionally, may handle initial sales meeting to secure a signed contract from the client.
Maintain weekly communication with the client.
Expected to keep all pertinent information in CRM updated
Obtain bids/pricing from subcontractors and suppliers for the project, as necessary.
Create a written estimate in Xactimate format following company guidelines and policies
Submit estimate to the client’s insurance company and provide adequate documentation for scope to justify payment
After the insurance estimate is agreed upon and funds are secured, meet with the customer to walk through scope, pricing and project details. (Our selections coordinator will work with the client to finalize selections within the budget at a later date.)
After the project is scoped, designed and priced, prepare a written budget and present it to the client in a reasonable time frame (typically within 5 -7 days).
Finalize the sales process by introducing the client to their GCS Project Manager. Schedule an on-site meeting to walk through the project with the client and the project manager. Take this opportunity to reiterate, and if necessary to clarify, the project scope, logistics and timing.
Responsible for the oversight and performance of junior insurance estimators
There may be times you are asked to perform duties and/or responsibilities that fall outside your general job description. We expect every employee to be a team player and be willing to assist whenever and however needed.
Qualifications:
Relentless work ethic and a high standard of excellence
High level of integrity and trustworthiness, regardless of who is watching
Humility manifested in a desire to be teachable and serve others, no matter the cost
Strong relational ability evident in being able to build rapport with and interact with various individuals
Highly organized and detailed individual who can facilitate a lot of details in a fast-paced work
environment
Excellent communication skills both written and verbal
Ability to work in a team environment
Good listener
Positive and enthusiastic
Excellent time management and organizational skills
Adaptable to changing work priorities while meeting deadlines
Basic knowledge of construction materials, methods and practices
Ability to develop basic renovation/space plans
Basic technology skills including Microsoft Office (Word, Excel), and Outlook (email)
Performance Competencies
Oral Communication–Speaks clearly and persuasively in positive or negative situations. Able to effectively calm excited employees, adjustors and/or clients, use questioning to accurately identify the type and extent of problem, and describe the steps that will be taken. Adaptable and able to think on his / her feet.
Written Communication–Writes clear, precise, well-organized letters, proposals, and emails. The individual edits work for spelling and grammar and is able to read and interpret written information. Uses appropriate vocabulary and grammar.
Planning and Organizing–Plans, organizes, and schedules his / her time in an efficient and productive manner. Focuses on key priorities. Effectively manages multiple tasks simultaneously. Pays attention to details.
Process Orientation–Approaches tasks with an understanding of the overall set of steps involved in completing the work. Awareness of what is required for them to complete their job and what others require. Has a continuous improvement mindset–is always thinking about ways to improve and streamline business processes.
Technology–Regularly uses standard word processing, spreadsheet, and presentation software tools to enhance efficiency and accuracy of work performed. Proficient at using company-approved software applications for bookkeeping, customer information, and job notes.
