Manages relationships with current customers and referral sources and provides prompt attention and follow up for all referrals and estimates written. Prospects for additional revenue opportunities.
Job Responsibilities
- Contacts customers before and after service is performed to ensure satisfaction and develop additional prospects
- Prospects and develops new sales leads in assigned verticals
- Create, manage, and maintain key relationships with insurance agents, adjusters other key relationships
- Continually builds product knowledge and refines sales techniques for specific relationship types and verticals
- Prepares documents for job file reviews with current and prospective clients
- Documents and reports on key referral-source relationships weekly and monthly
- Participates in collections efforts with non-residential customers when necessary
- Resolves issues with customers
- Inspect and scope jobs onsite-and work with Project Manager/ Crew Chief/Lead Tech on scope of job
- Document loss with clear and descriptive job photos and upload into operating system/software
- Writes mitigation and reconstruction estimates using Xactimate and other estimating software
- Communicates conversations and key information on the job using the notes feature in required software
- Estimates using carrier audit standards and manages the estimate based on feedback from client and customer
- Communicates with project manager/lead tech to ensure all required documentation is complete (photos, notes and documents signed)
- Record of Drying using mobile software
- Determine labor and equipment costs
- Prepare accurate quantity takeoffs and materials pricing
- Communicate w/ insurance companies, and adjusters via phone and email in a timely manner and acts as a liaison
- Manage all estimate documents and assess project risks
- Review quotes and estimates with the construction project team
- Addresses estimate exceptions in a timely manner
Job Requirements
- Vali
📌 Account Representative (Roma)
🏢 Twins 2996
📍 Roma
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