Solutionist

POSITION SUMMARY

The Solutionist is responsible for generating sales leads by working internal leads to provide customers with inspections and assist them through the claims process with their insurance carrier.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Running sales leads provided by the Company in company provided vehicle
• Performing damage inspections for interested property owners
• Providing estimates for cash deals to customer(s)
• Serving as a technical advisor to homeowners by discussing extent of damage and probability of repair v. replacement
• Obtaining signed Contingency Agreements from property owners
• Acting as a technical advisor for insurance carriers and homeowners
• Attending a scheduled (by the insurance carrier) meeting with assigned insurance adjuster, and discussing scope of work with adjuster
• Obtaining signed roofing contract
• Collecting all insurance checks (with all necessary endorsements), and all other required paperwork from homeowner and delivering all payments and paperwork to local branch office
• Following-up with homeowner when job is complete to ensure satisfaction and obtain Certificate of Completion, final payment, and any additional payment and/or required documentation
• Attending weekly sales meetings and being active on Group Me
• Resolve client problems and concerns
• Seamlessly transfer data between locations, managers, & other BCR employees daily
• Performing other work-related duties as assigned

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• Ability to follow all BCR policies and procedures.
• Strong computer skills such as typing, system and software knowledge.
• Accurate data entry skills with great attention to detail.
• Excellent communication skills, both verbal and written.
• Ability to gather and analyze information.
• Ability to manage and communicate clearly and persuasively in difficult or emotional customer situations.
• Ability to build positive team spirit.
• Ability to consistently be at work and on time.
• Ability to perform basic math and to compute rate, ratio, and percent and to draw and interpret roofing angles/pitches.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Excellent organizational skills.
• Excellent client service skills.
• Ability to work well with others.
• Ability to multitask in a fast-paced environment with specific deadlines.
• Ability to work independently in a time-sensitive environment.
• Excellent sales closing skills.
• Ability to drive a company vehicle, and have a driving record that satisfies insurance requirements to drive a company vehicle.

FORMAL EDUCATION/TRAINING

• Highschool Diploma or GED required.
• Minimum of 1 year previous experience in sales required.
• Previous experience in roofing preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to communicate. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is frequently required to stand; walk; sit; and reach with hands and arms. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

It is understood that the Solutionist will have transportation to and from customers, the office, adjuster meetings, sales meetings, etc. The Solutionist has ability to climb a ladder for roof inspections, scale roofs for inspections, carry ladders (often times 50 lbs), sit and stand for extended periods of time, maintain communication with a variety of personnel/customers, obtain contacts, contingencies, insurance/HO checks/payments, etc.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.