Sales Estimator/Project Manager

BASIC FUNCTIONS: The Full Functioning Associate is expected to sell the services of Paul Davis to the property owner, by providing quick, clear and comprehensive information to the owner. Because the property owner has a choice in who to use, the Associate must project a professional expertise so that the customer will decide to allow Paul Davis to do the work required. Once the job is sold, it is the Associate’s job to manage the entire job by preparing and managing the project timeline to the customer’s satisfaction, securing, scheduling and managing subcontractors, trades and Paul Davis employees on site, for the successful and timely completion of the work to the homeowner’s satisfaction.

RESPONSIBILITIES/TASKS:

• Professionally represent the PDR principles of honesty and integrity.
• Receive loss assignment.
• Contact property owner within 30 minutes (non-emergency).
• Be on site within 2 hours if it is an emergency, or inspect loss site within 24 hours for non- emergencies (unless there are other carrier program requirements).
• Maintain constant communication with property owner.
• Schedule the completed work order to include: pre-construction on-site meeting when appropriate, sequencing, timing, master scheduling, and trades assignments.
• Prepare an accurate scope by reviewing property damage and utilizing best practices in the industry to correct and remediate based on WRT and ASD standards.
• Prepare estimate using xactimate or symbility in a timely fashion (typically within 48 hours of the inspection or according to program requirements for specific losses/carriers).
• Secure approved scope and price with insurer and/or customer. Explain the Paul Davis services, scope, estimate and time of completion to the property owner to secure contractual work authorization.
• Achieve a contract closing ratio of fifty-percent (50%) or higher.
• Document to service levels and deliver necessary paperwork timely and maintain relationship with insurer.
• Document and deliver estimate, permits and other documents to property owner in a timely manner and secure contract.
• Document and deliver necessary paperwork timely to administrative department.
• Secure trades, prepare project timeline and start job in a timely manner.
• Interface with Municipal and other regulatory agencies to secure necessary permits and schedule inspections.
• Hire and manage appropriate subcontractors and trades or schedule employee assignments and manage same.
• Manage and Inspect all assigned projects for progress.
• Maintain documentation on personal inspections and project flow.
• Maintain professionalism with project conditions: (i.e.: workmanship, homeowner relationships, safety, cleanliness, and tradespeople conduct).
• Manage job to speedy conclusion while maintaining legal compliance.
• Interface with CSR regarding project progress, completion, and conditions.
• Professionally handle any and all complaints.
• Manage punch list completion, obtain completion certificate, and collect funds as necessary.
• Prepare job file for closing.
• Collect payment on closed jobs in a timely fashion.