Collision Estimator

Job DescriptionJob Description

Desirable Characteristics

The Repair Planner is responsible for maintaining a proper balance between the profitability of the company and the achievement of total customer satisfaction. The Repair Planner works with Customers and Customer Service Representatives to prepare estimates for all of the company business. The Repair Planner must understand the customer requirements and the cost of meeting those requirements within the company capabilities.

As the Repair Planner, you are a primary internal representative of our organization and you serve as a key educator to the business and customers. Contribute to a work environment that fosters pride in being part of a winning team and promotes personal growth. Maintain personal productivity and quality standards that make possible attractive financial returns so that the company may continue to provide excellent service to our customers and ensure job security and career growth to our staff. You are responsible for supporting the company vision and mission.

Because you will be in contact with current and prospective customers, and you are in a strong position to influence their satisfaction and our company prosperity, this position requires tact, sensitivity, and professionalism. Repair Planner Responsibilities

Greet each customer in a cheerful, positive manner. Make every effort to make the customer feel comfortable and welcome during the sales and estimate process, or when visiting your shop.

Educate each customer about the process of getting a vehicle repaired, including insurance procedures, repair techniques, safety, value, etc.

Repair Planner Job Description

Maintain an appropriate dress code that characterizes professionalism and trust.

Develop a follow-up system for all estimates not captured and for all completed jobs. Customer dissatisfaction issues should be dealt with swiftly and effectively.

Prepare all estimates in an accurate and efficient manner, keeping in mind that the estimate 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.

Observe the guidelines and procedures outlined in the DRP booklets ensuring that guidelines for each account are being handled correctly.

Continually work toward improving your sales skills, knowledge and strategies in order to increase traffic and closing ratio.

Diligently negotiate an agreed price on every job that ensures the company’s ability to earn a profit. Make certain to negotiate the agreed price prior to initiating the repairs.

Verify that all signatures, work authorizations, powers of attorney, and pre-inspection checklists have been obtained prior to initiating the repairs.

Document all special information (i.e. conversation, etc.) in the management system for the benefit of any other staff member who may handle the file during the repair process. This is especially important for the production department in order to deliver a finished product exactly as described to the customer during the sale process.

Review all final bills and supplemental billings for accuracy, and thoroughly check the final repairs prior to delivery to the customer.

Attend the daily production meeting, review the current status of sales and production, and plan daily, weekly and monthly strategies to boost performance and cycle time improvement.

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