View Full Version : Estimator

03-10-2011, 01:27 PM
To effectively diagnose and prepare all estimates for repair in an accurate, thorough, and profitable manner according to insurance partner and The Carriage Shop guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


Greet each customer in a cheerful, positive manner to make him or her feel comfortable and welcome.
Maintain an appropriate dress code that characterizes professionalism and trust.
Insure a clear understanding of service/value that The Carriage Shop provides.
Provide excellent customer service to customers and insurance partners.
Assist customers with insurance questions and the filing of Insurance Damage Reports if necessary.

Survey damage on vehicles to create an estimate of repair; coordinate tear-down of vehicle as need.
Complete estimates in a timely manner.
Insure estimates are written to ensure adequate Company profits and quality repair.
Educate each customer about the repair invoiced in getting their vehicle repaired (including insurance procedures, alternative parts utilization, repair techniques, safety, value, etc.).
Follow up with customers about additional/supplemental damage card and possible extended repair time when necessary.
Follow up on unsold estimates on a daily basis. (24 to 48 hours after any unsold estimate is written.)
Follow up on all missed estimate appointments within one hour of the missed appointment.
Review all prior damage noted (and document) and attempt to sell repair of same.
Verify who/how payment is to be made and document in communication notes.
For towed in and valeted vehicles, the customer must be contacted by phone and all of the above items covered within 2 hours of vehicle arrival. Copies of all documents must be mailed or faxed to the vehicle owner.

Insure that the likelihood of a supplement is minimized.
Insure that alternative parts are used as appropriate or per insurance guidelines (attempts to source parts must be documented in estimating system & repair package).
Document days to repair in appropriate section of estimate & enterprise(use Gerber guidelines).
Enter scheduled-in date into appropriate section of estimating system as required by insurance company.
Note all prior damage and review with vehicle owner. Obtain signature upon check in.

Create a repair order and schedule the vehicle for repairs.
Work with technicians to assure quick turn around time.
Communicate the promised completion date.
Add any pertinent notes to repair order as to "sold/unsold" estimates, special notes, etc.
Develop a follow-up system for all estimates not captured and for all completed jobs. (24 to 48 hour follow up.)
Verify that all signatures, work authorizations, powers of attorney, and pre-inspection checklists have been obtained prior to initiating the repairs.
Collect all documentation required for the repair once the job has been sold.
o Authorization to repair (signed)

o Power of Attorney

o Order parts after estimate or supplement is approved.

o Collect and/or rectify funds (who will pay), and document.

o Hold monthly safety and business meetings.
Scheduled delivery date and promised completion date must be confirmed.
Enter repair start date into estimating system as required by insurance company.
Document any discussion with vehicle owner and/or insurance co, appraising co, etc.
Windshield, or most visible glass, must be marked upon check-in with RO#, check-in date and time, insurance company, DRP or Non-DRD, special instructions for repair.
Interface with COD customers for any supplements identified by the production team.

*Follow up with Technicians after vehicle tear down and make necessary adjustments to estimate if needed.
*Inspect all incoming vehicles for unrelated damage, odometer reading, etc.

Assist Insurance Adjusters to create a Damage Report
Handle add orders with insurance vendors: both DRPs and Non-DRPs. Estimator should assist.
Provide service to Insurance Claim Re-inspectors or claims adjusters. Estimator should assist.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, training certification and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must possess excellent communication skills.
Must be computer literate. Knowledge of Microsoft products is preferred.
Must be able to use computer screen and keyboard for long periods of time.
Must be able to walk, stand, stoop, kneel or crouch in providing an accurate estimate of a vehicles damage.
Must possess clear vision in providing an accurate estimate of a vehicles damage.
Should possess good decision making ability and sound judgment.
Must be able to speak/understand the English language fluently.
Must be detail-oriented.
Should possess a good understanding of computerized estimating systems.

High School Diploma/GED required.
4-6 years related work experience is preferred.
Prior customer service experience is a requirement.
Photo-imaging software experience preferred.
Must currently possess or successfully complete 16 I-CAR units within the first 12 months of employment.

The Carriage Shop is located in Bluffton S.C., 1 mile from Hilton Head Island. The weather is warm and beautiful here.
Contact Michele 843-837-4241 email rotunzo@aol.com or fax 843-837-4242.