Job Title: Roof Estimator / Outside Salesman

Department: Sales / Estimating

Reports To: Owners, Project Manager, Sales Team Leader

Prepared By:

Prepared Date: 2-26-08

Approved By: Jeremy Bleeker (president)

Approved Date: 3-13-08

Summary: Estimates/Sells roofing and other construction services to residential and commercial customers by performing the following duties.

Essential Duties and Responsibilities (Other duties may be assigned):

·         Meets with already set up sales leads which EIC has secured from advertising in newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources.

·         Explains roofing/siding/gutters services, using samples and emphasizes salable features

·         Quotes prices and credit terms and prepares estimates (bids) and sales contracts for services obtained.

·         Estimates scheduled date of service to customer, based on knowledge from Customer Service/Project management as to where the customer sits on the job schedule.

·         Prepares work orders for sold jobs and keeps enters precise expense data within the proper Excel spreadsheets for each job sold.

·         Enters new customer data and other sales data for current customers into computer Excel spreadsheet.

·         Develops and maintains relationships with customers that receive bids (sales leads) and customers that sign with EIC (sold jobs).

·         Investigates and resolves customer problems promptly by being present at each job site.

·         Communicates with Customer Service, Project Management, Customers, Crews, and other employees for each job in order to maintain smooth transition from a job sold to job completed and paid for.

·         Pick up customer checks within 24 hours of job completion (set up by the salesman and scheduling dept.).

·         Compiles accurate and timely sales reports.  These are to be reported monthly to management for analysis. (Accurate sales reports are essential to the growth of the business and the percent commission and designated territory for each salesman)

Supervisory Responsibilities:

·         Manage 2-6 subordinate supervisors (Crew Foreman) who supervise a total of 2-6 Crew Employees in the Roofing Crew, Siding Crew, Gutter Crew and Flat Roofing Crew

·         Responsible for the overall direction, coordination, and evaluation of these units.  Must carry out supervisory responsibilities in accordance with the organization's policies and applicable laws

·         Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems

                               Competencies:

• To perform the job successfully, an individual should demonstrate the following competencies:

• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data.

• Design - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.

• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

• Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.

• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.

• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.

• Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

• Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

• Cost Consciousness - Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.

• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.

• Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

• Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.

• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

§         Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Competencies (Cont’d):

• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

• Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Uses equipment and materials properly.

• Cleanliness - Wears work appropriate apparel, and maintains clean shaven or manicured facial hair (a clean mustache or beard is acceptable);

Smoking – Permitted, but, strictly prohibited inside company vehicles; must refrain from smoking 15 minutes before meeting with customers or other staff.  We maintain a smoke free environment inside EIC offices.

• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

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, and/or ability required. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions)

·         Education and/or Experience:  Associate's degree (A. A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

·         Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

·         Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.

·         Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

·         Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Explorer and Outlook (Email) Internet software; Microsoft Excel Spreadsheet software and Microsoft Word Processing software.

Qualifications (Cont’d):

·         Certificates, Licenses, Registrations: Current Driver's License

·         Other Skills and Abilities                                                    

- Must be able to climb a ladder 3 - 4 stories on a steep pitch.

- Can NOT be afraid of heights.

- Ability to speak and/or understand Spanish is a positive.

·         Other Qualifications: Must be able to travel outside the State of Iowa.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to stand; walk; sit; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. The employee must regularly lift and /or move up to 25 pounds, frequently lift and/or move up to 50 pounds and occasionally lift and/or move more than 100 pounds.  Specific vision abilities required by this job include color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly exposed to wet and/or humid conditions; high, precarious places and outside weather conditions. The employee is frequently exposed to extreme heat. The employee is occasionally exposed to moving mechanical parts and extreme cold. The noise level in the work environment is usually moderate.