Project Manger/Branch Manager

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We are looking to hire a Project Manager/Branch Manager for one of our member companies located in Oro-Medonte, ON.

Reports To: Compliance Manager (or their delegate)

Summary: The Sales Associate aspect of the role will maintain responsibility for the performance of all sales activity including but not limited to promoting and selling services to new and existing customers, building relationships, providing the highest level of customer service, and generating new business opportunities. The sales role requires meeting specific sales targets to be eligible for any commission/incentive program the company may have in place.

The Project Manager (PM) aspect of the role will complete estimates in a timely manner, ensuring accuracy according to each insurance company’s requirements and protocols including meeting the KPIs as per the insurance company, R&F, and DKI standards. PMs will process estimate revisions within the timeline of the insurance company and to meet all KPI requirements and ensure the profitability of the project, be responsible for the successful presentation and offering of company services and will focus on customer service, effective communication, well documented files both digitally and paper files, and creating accurate detailed estimates including revisions. PMs will scope, estimate, secure, communicate, and prepare a project to start with a documented foundation of detailed, accurate, and all key information in the timeline required. PMs will be expected to build positive professional relationships within the Insurance and construction industries, as well as with all departments management and teams within the company. It is important to act in a respectful professional manner when acting on behalf of the company in social settings, community events, and traveling on business, etc.

PMs will be REPRESENTING the best in class for EMERGENCY RESPONSE SERVICES, RESTORATION, AND REPAIR SERVICES INCLUDING ENVIRONMENTAL REMEDIATION SERVICES & RESIDENTIAL CONSTRUCTION, and will maintain and manage THEIR TOP PRIORITY - INCLUDING A CONSISTENT VOLUME OF QUALITY ESTIMATES, EFFECTIVE AND DECISIVE COMMUNICATION with a DEFINITIVE OBLIGATION to the PROFITABILITY OF THE COMPANY.

HOW DO WE TRACK THIS - Using the Project Managers’ Sales, Profit Margin, and KPI targets reviewed by PMs and the Compliance Manager and/or overseen by the Controller and President. (See Separate Form - JD 4200-A - Estimator Sales, Profit Margin, and KPIs Targets)

Acronym Definitions (include But Are Not Limited To)

• CAT - Catastrophic Event
• COGS - Cost of Goods Sold
• COS - Certificate of Satisfaction
• DRS - Disaster Restoration Software
• E - Estimated Revenue
• ICC - Insurance Claims Collaborative - (flooring)
• IICRC - Institute of Inspection Cleaning and Restoration Certification
• JIP - Job in Progress
• JMR - Job Management Report
• KPI - Key Performance Indicator
• OIAA - Ontario Insurance Adjusters Association
• PM - Project Manager
• PMA - Project Manager Assistant
• PO - Purchase Order
• RED - Remote Estimating Desk
• WIP - Work in Progress
• XA - XactAnalysis

Job Duties and Responsibilities:

• Employee must demonstrate excellent phone manners towards employees, customers, adjusters, subtrades, associates, and partners, as well as ensure all communication methods are conducted in a respectful and professional manner.
• Documentation, forms, and tracking must be completed as applicable and as per company systems, insurance, company, and DKI policies, procedures, and protocols.
• Build and maintain professional open lines of communication by being courteous and respectful at all times towards all employees to support a positive work culture.
• Employee must be professionally attired at all times, specifically in business casual or business attire when representing the company.
• Whenever possible, wear corporate clothing and must be wearing casual or dress slacks or jeans without rips or tears.
• Employees are encouraged to carry a briefcase or similar item to carry all computers, phones, pens, pencils, cameras, etc. when attending client or professional company meetings.
• Attend any meetings as required and follow through on any action items as assigned to you that you are responsible for.
• As a 24/7 emergency response team, hours of operation are “as needed”. Employees are required to be accessible for the on-call schedule.
• It is understood that all team members will follow directions according to the situation in the event of a CAT while at the same time continuing their regular duties to the best of their abilities. Ensure to follow up with a report on your regular duties and the CAT assigned duties with their progress status.
• Employees are required to adhere to all company policies, procedures, protocols and systems including insurance and DKI standards that may be amended from time to time.
• Lead by example and be honest.
• Demonstrate a positive image of the company towards all employees and clients.
• Whenever possible use talk-to-text notes in DRS Complete for communication and documentation purposes, otherwise if not available, keep up to date notes and records at all times.
• Maintain and update skills and knowledge as per company training offerings or as required for efficiency and to effectively perform the role.
• Utilizing software, technology, and equipment to support carrying out duties effectively and efficiently.
• Develop a trusting relationship with adjusters and clients to ensure satisfaction and repeat business.
• Locate new sources of business. Work to encourage referrals to the company including Google Reviews and testimonials.
• Ensure all concerns are responded to and documented quickly with accurate answers to ensure correction and continued satisfaction in the situation. This may include but is not limited to; communication breakdown, relating to KPIs, COGS, scheduling, project progress, the status of permits, change orders, customer concerns, etc.
• Promoting and networking tasks as assigned to support building company relations and leads in the industry and community.
• Provide requested reports as needed to the President and Compliance Manager or their delegates in a timely manner.
• Refer to the company organizational chart for a clear distinction of roles for responsibilities of each department.
• Develop positive professional relationships with company teams, management, sub-trades, community partners, consultants, insurance adjusters, etc.
• Continually build on the sub-trades list and do everything reasonable to maintain long-term positive and mutual win-win relationships with subcontractors.
• Perform other duties as assigned by the President, Compliance Manager, or their delegate.

Health and Safety:

• Work in compliance with the provisions of the governing Occupational Health & Safety legislation and its regulations.
• Take every precaution reasonable in the circumstance to protect yourself and workers from safety hazards on the job.
• Make recommendations for improving health & safety conditions in the workplace on an ongoing basis, and report deficiencies or hazards immediately. Know and report and/or make recommendations to the JHSC, Compliance Manager, Supervisors, or applicable Company consultants as applicable.
• Apply good housekeeping standards and maintain a work environment in a clean and safe condition, adhering to applicable health & safety requirements.
• Adhere to R&F’s health and safety training and reporting requirements while ensuring to enforce it within the company as a PM.
• Properly follow all required safety and procedure policies as amended from time to time.
• Reference SiteDocs and/or other software the Company utilizes at the time for the safety management program.
• Follow WSIB 4 steps to reporting.
• Always maintain a clean work area, while following Health & Safety policy requirements.
• Promptly report any and all injuries, incidents, and near misses to your direct leader/supervisor, as well as the health and safety representative for documentation, prevention, WSIB, and reporting purposes as applicable.
• Reference the Company safety board and follow all emergencies and first aid requirements. Ask questions whenever you’re unsure how to perform work safely.

Please note, only qualified candidates will be contacted.