Estimation Coordinator

JOB SUMMARY

The Estimation Coordinator at DuraServ plays a pivotal role in overseeing and optimizing the operations of work order management. Reporting directly to the Account Manager within National Accounts, this position is responsible for ensuring efficient and effective coordination between local branches, subcontractors, and national account customers. Success in this role requires strong leadership and organizational skills, particularly in managing high-pressure, fast-paced situations while upholding excellent customer service standards.

ESSENTIAL JOB FUNCTIONS 

1. Provide dispatch support by assisting National Accounts Managers to coordinate service work for national accounts, ensuring schedules are accurate and efficient.
2. Serve as a communication liaison by acting as the primary point of contact between local branches, subcontractors, and national account customers to facilitate effective communication.
3. Manage schedule updates by collaborating with National Accounts Managers to update and coordinate schedule dates for initial service work, ensuring timely execution with branches and subcontractors.
4. Demonstrate strong multi-tasking abilities by managing multiple tasks for various national accounts simultaneously, maintaining organization and attention to detail.
5. Ensure policy compliance by adhering to company policies and compliance standards, supporting excellent customer service and overall departmental performance.
6. Handle work orders by obtaining all necessary information to generate quote preparation materials and, when needed, preparing quotes. Communicate daily with offices and partners via email and phone to collect information such as technician write-ups, surveys, partner quotes, and photos. Utilize asset surveys to fill in any missing information.
7. Track work order status by regularly updating internal and external systems with current status and schedule dates, ensuring records are accurate and up to date.
8. Engage in customer interaction by maintaining courteous and effective communication with customers, branches, and subcontractors via email, phone, and customer systems.
9. Provide assistance and collaboration by working closely with the Team Lead and other team members to streamline processes, resolve issues, and improve departmental efficiency.
10. This job description is not designed to cover or contain a comprehensive listing of the required activities, duties, or responsibilities of the team member. Duties, obligations, and activities may change, or new ones may be assigned at any time with or without notice.

Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.  

LEADERSHIP COMPETENCY MODEL 

This role requires the demonstration of the following competencies:

Instills Trust | Communicates Effectively | Demonstrates Customer Focus | Takes Initiative | Makes Quality Decisions | Drives Growth | Ensures Accountability | Drives Results

KNOWLEDGE, SKILLS, AND ABILITIES

1. Strong verbal and written communication skills, with the ability to interact effectively with internal teams, customers, and subcontractors.
2. Exceptional attention to detail and accuracy in managing quotes, schedules, and work order information.
3. Proficiency in Microsoft Office 365 and relevant scheduling/dispatch software, ensuring smooth coordination and documentation.
4. Strong multitasking and organizational skills, with the ability to manage multiple national accounts in a fast-paced environment.
5. Analytical and problem-solving abilities, supporting sound decision-making and process improvement.
6. Self-motivated and collaborative, with the ability to work independently while contributing effectively within a team.

SUPERVISORY RESPONSIBILITIES

• This position has no supervisory responsibilities. 

WORK ENVIRONMENT AND PHYSICAL DEMANDS 

• In office environment
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

PLANNED BUSINESS TRAVEL 

• This job requires no planned business travel.

EDUCATION AND EXPERIENCE 

• High School diploma or equivalent is required. Associate or bachelor’s degree, preferred. 
• 1 to 2 years of experience in a similar customer service-oriented role.  

EEO STATEMENT 

DuraServ is an equal-opportunity employer. We prohibit discrimination and afford equal employment opportunities to team members and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. 

Our EEO policy applies to all aspects of the relationship between DuraServ and its team members, including recruitment, employment, promotion, transfer, training, working conditions, compensation, benefits, and application of policies.