Account Representative

17 ago - Roma
Twins 2996

Position Overview

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

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