auto sales estimator
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Parker, AZ 85344
Sales Estimator Purpose (BE): The primary purpose of the Estimator is to profitably sell the customer on our service and our facility; to bring existing and potential customers’ vehicles into the shop for services.
Sales Estimator Job Responsibilities (DO): The sales estimator is responsible for overseeing the day-to-day operations of preparing the repair estimates and scheduling the repair work flow. The sales estimator’s position involves a great deal of contact with the public, both the insurance company and the vehicle owner. For this reason the sales estimator should be friendly, accommodating, cheerful, well-groomed, outgoing, and able to get along well with all types of people. These qualities are essential in negotiating for the needs of the customer as well as the repair team members. The list of job responsibilities below are a guideline for this position and may include other duties as assigned. Following these will ensure your success as an Elite Customs Sales Estimator!
Prepare all estimates in such a manner that the customer can understand them, as well to enable the shop to achieve the profit benchmarks. All customers should have a full understanding of the repairs to their vehicle, if they understand it they will buy it!
Educate each customer about the process of getting their vehicle repaired properly along with any extra labor procedures necessary to complete a safe repair. Prepare all visual damage reports in an accurate and efficient manner, keeping in mind that the report later becomes the blueprint for the repairs. Accuracy and detail cannot be overstressed. Include every task on the estimate whether it is a paid function or not.
Schedule repairs when everything in the repair process is in place. Oversight could cause a bottle neck in the facility. If the customer has any special requests or concerns with their vehicle, make sure that you make a note of it, to ensure that it gets communicated in the repair process.
Ensure that your outward appearance is clean and professional always.
Ensure that each customer is greeted proactively, promptly, clearly, and with a smile.
Understand that customer service is the most important service that you will provide.
Ensure that all calls are answered promptly, clearly, and with a helpful attitude.
Oversee quality control and delivery of completed services on each repair order.
If the sales estimator doesn’t have someone to sell service to, he or she needs to do whatever is necessary to find someone to sell to. Make follow up calls to previously failed closes, quality assurance follow up calls, follow up letters, calls to referral sources asking if they have anything they would like an estimate on. The purpose of the sales estimator is to DRIVE SALES UP!
The sales estimator should be striving to maintain an average closing ratio of 80%. (80% of estimates written are authorized).
Sending out thank you cards to your customers and visiting with insurance agents.
Scheduling of customers should be completed in a way that the shop is well above owner’s breakeven point. This will ensure that there is enough work in the facility to be profitable.
Call responsible parties to make insurance claims, arrange for inspections, payments for repairs.
Get verbal agreements from customers on repairs necessary to properly fix their vehicles.
Get written authorization from vehicle owner to let us repair their vehicle or at least disassemble and inspect it to prepare a proper repair estimate. Have signature endorsements and direction to pay forms printed and ready to sign prior to scheduled vehicle arrival.
Send thank you letters to every customer who has work performed once the job has closed. Also, send follow up letters or make follow up calls to each customer the following day to writing their estimate.
Check in vehicles at drop off.
Prepare job folders to keep all job-related paperwork.
Procure and order repair parts.
Receive parts and verify they are correct.
Work closely with each technician on all repair orders, especially for documenting supplement work.
Get and document all authorizations from customers and insurance companies before the work is performed.
Close out job and prepare final paperwork for Customer and Business office.
Deliver completed vehicles to the Customers.
Collect all monies owed.
Ask for referrals, reviews and take completed repair photos.
Call to follow up a few days after repairs are completed.
Follow and support all work flow procedures.
A high-tone team member consistently working toward the shop goals.
Sales Estimator Valuable Final Product (HAVE): The gross sales, number of estimates written, and number of estimates approved at a volume needed to ensure the owner’s break even point is met or exceeded weekly.