Hard Skills
Customer Service Experience
Xactanalysis Experience
Soft Skills
Organizational Skills
Time Management
Accuracy
Dependable / Reliable
Communication Skills
Position Summary / Purpose
Create high levels of customer satisfaction by exceeding their expectations and fulfilling the company’s contractual obligations through the timely and profitable delivery of restoration services.
Facilitate the timely and profitable delivery of all services required to rapidly return customer’s property to pre-loss condition, minimizing repairs, and downtime following property damage.

Principle Duties and Responsibilities
• Enter all Leads into PSA and send to correct manager
• Monitor all jobs assigned into PSA
• Provide daily updates on jobs to vendor program in which it is assigned
• Ensure job documentation is accurate
• Obtain written contracts and payment terms for projects
• Maintain efficient and accurate flow of production paperwork from the job site to administration
• Inform Team of estimate approvals
• Call customers to obtain satisfaction of job
• Perform audit of job once requested for File Complete



Additional Duties and Responsibilities
• Maintain project files
• Attend and assist in conducting company meetings


Working Relationships and Scope
• Works with Operations to ensure timeliness of project
• Coordinates with Marketing for follow-up and job evaluation with customers

Performance Competencies
• Oral Communication–The individual speaks clearly and persuasively in positive or negative situations. Effective in one-on-one and small group situations. Adaptable and able to think on his / her feet. Able to effectively communicate with customers in understandable terms.
• Written Communication–Writes clear, precise, well organized estimates, proposals, and emails. The individual edits work for spelling, uses appropriate vocabulary, and has impeccable grammar. Is able to read and interpret written information.
• Team Building–Achieves cohesion and effective team spirit with peers, subordinates, and subcontractors. Sustains a climate characterized by open, honest relationships where differences are constructively resolved rather than ignored, suppressed, or denied. Shares credit for accomplishments.
• Planning and Organizing–Has the ability to see the overall job from start to finish. Knowing the steps to be taken, resources and time required, can effectively create a timeline for the job. Coordinates plans with other managers.
• Integrity–Ironclad. Does not cut corners. Puts company interests above self. Earns trust of co-workers. Is intellectually honest, does not play games.
• Excellence–Sets high, “stretch” standards of performance. Demonstrates low tolerance for mediocrity. Sets clear, fair, and aggressive goals for self and others, encouraging individual initiative.
• Customer Focus–Combines empathy for customer’s situation with time and budget constraints to effectively manage and exceed customer’s expectations.
• Technology–Regularly uses standard word processing and spreadsheet software tools to enhance efficiency and accuracy of work performed. Effectively uses communication devices and technology to collect, review, and forward field activity reporting.


Qualifications-Knowledge, Skills, and Abilities
• Education and Experience
High school diploma (or GED) plus three (1) to five (3) years of experience of insurance industry. profitability.
• Financial Reports and Budgeting
Ability to review completed job costing, assess performance, and identify areas for improvement.

• Technical Skills
Proficient technical skills, experience, and certification in the areas of service the company provides.
• Mathematical Skills
Adequate math skills. Able to quickly and effectively translate remaining work into manpower planning, project completion times, and review and assess labor time reporting. Effectively project job costs based on work remaining.
• Negotiation Skills
Wins by creating advocates, not enemies, when negotiating.
• Computer Skills
Demonstrates intermediate to advanced proficiency in the use of computers and computer software, especially MS Word and Excel. Experience with Xactimate software is a plus.
• Listening Skills
Effective in receiving feedback and input from customers and employees, probing for additional information or unspoken issues, and providing timely response.
• Certificates, Licenses, and Registrations
None required for this position.

Years of Experience
1-2 Years
Requires Background Check
Yes