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Project Estimator

Broussard, Lake Charles
Posted 8 months ago

Experience

Preferably 1-2 years of experience with insurance estimating or utilizing Xactimate, and possess at least a Level 1 Certification for Xactimate.

Roles and Responsibilities

Scope of jobs (Fire and Water Restoration, Remodel, Roofing)

  • Sketch, and properly notate detailed components of repairs, and photo
    document the “story” of a loss or homeowners request of work and upload
    into our CRM (Acculynx)

Estimate jobs and review with PM before submitting for approval

  • Complete a detailed line-item estimate in Xactimate to include, but not
    limited to: the detailed sketch of affected rooms (with all openings, area
    removal of cabinets/tubs/showers/etc), all aspects of the repair with proper
    measurements, components (material and labor), F9 notes, photos with
    proper descriptions.
  • Hold job reviews on all jobs with PM and/or Super

Every Friday (Estimator and PM) – Update Program notes and touchpoints multiple
times a week, and every Friday. While doing pipeline report you will be doing a
review of all jobs In the pipeline spreadsheet (in the To Start, In Production and To
Supplement sections which includes but not limited to updating all customers,
adjusters, programs and CRM with weekly updates and job status as well as
updating accounting with trade recaps, invoicing, contract draws, deductibles, etc)

  • Stay involved with all jobs from start to finish for supplements, change
    orders, questions, concerns and for sake of making the required profit
    margin.
  • Complete post-job reviews with Profit/Loss statements and CRM notes to
    address supplements for potential completed work not listed in the initial
    estimate that are within the policies of the Carrier/Program.
  • Manage Contract Worksheets in CRM accurately throughout the job
  • Edit Progress in CRM needs to be managed from Lead status to Approved
    status
  • Assure data in CRM, Pipeline reports and other reports are accurate, concise
    and on time.
  • Share industry knowledge with Sibley Team members and help train Sibley
    employees.
  • Manage phone calls, text messages, emails, group me notifications content
    and respond immediately

Additional Tasks

  • Take on call when requested
  • Acquire understanding of the requirements of the project/program at
    hand
  • Select metrics to produce valid estimates
  • Visit sites, warehouses and other venues to gather essential
    information
  • Review documents or consult experts to collect all necessary data
  • Analyze data and produce forecasts
  • Perform risk analysis
  • Select advantageous deals by evaluating offers and quotes
  • Foster relationships with key vendors (subcontractors, architects etc.)

Time Frames For Completing Estimates

  • ·To Contact Customer from Assignment – 1 hour
  • ·To Scope for assignment – 48 hours
  • ·To write estimate from scope – 48 hours ($0-$30,000)
  • ·To write estimate from scope – 72 hours ($30,000 – $60,000)
  • ·To write estimate from scope – 96 hours ($60,000 +)
  • ·To supplement from job complete – 72 hours

Expectations

  • Living by and displaying the Sibley Visions and Values, by your actions and
  • not just words. Going over and beyond of what is expected of you and your
  • job duties as a Team member and leader at Sibley.
  • ·Being Pro-Active and not Re-Active

Skills

  • ·Working knowledge and use of the Xactimate estimating program.
  • ·Proven experience as construction estimator
  • ·Basic understanding of accounting and project management concepts
  • ·Deep understanding of research methodology, data analysis and estimation
  • metrics
  • ·Comfortable with numbers and technology
  • ·Great attention to detail
  • ·Excellent communication and negotiation abilities
  • ·Well-organized and reliable
  • ·Certified Professional Estimator (CPE) or other qualification will be a plus

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