Estimating and Documentation Specialist

4 weeks ago


Powder Springs, Georgia, United States Institute of Inspection , Cleaning and Restoration Certification Full time

Job Description

We are seeking a highly motivated and detail-oriented Estimating and Documentation Specialist to join our team. In this role, you will be responsible for completing estimates, maintaining documentation for customers and clients, and providing exceptional customer service.

Responsibilities:

  • Answer phones, provide customer service, and maintain a log of all calls
  • Manage the Work-In-Progress (WIP) Board to ensure all staff are updated on daily changes to job status and schedule
  • Complete FNOL Documentation to verify all customers, source, and loss data is properly entered into Servpro databases
  • Prepare job paperwork for job crew to ensure they have all necessary information at the loss site
  • Enter Estimates to convert scope from Drybook into electronic estimates and verify all information is accurate to what was completed on the job site
  • Job File Documentation to ensure job files are accurate and contain all required documents
  • Communications to ensure daily progress of jobs and pertinent job data is captured as it happens
  • Maintain National Accounts Compliance to ensure all required file uploads and job file audits are compliance and communicate issues to management and owners
  • Maintain File Systems to keep appropriate files and paperwork easily accessible and ensure all paper files are correctly completed and stored in the appropriate areas
  • Manage outgoing and incoming calls and emails to ensure all correspondence is handled timely, professionally, and accurately and maintain clear records of all communications
  • Review and Document updated Bulletins to ensure bulletins are documented and communicated to all necessary parties


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