KATRINA GIBSON

• Creating accurate Inspection and Repair estimates to be delivered to customers in a timely manner
• Working with the Team to answer any questions customers may have regarding their estimates and/or invoices
• Invoicing all Inspection and Repair services.

○ Email and mail invoices

○ Create/Update memorized transactions

○ Update/Add pinned notes with pricing details

○ Process PO’s/Invoices in multiple portals

• Logging calls, emails, and any communication with customers as it relates to estimates and invoices
• Communicating daily with FPS Team members to ensure accuracy and confirmation of any changes that would affect others
• Managing inboxes to make sure all inquiries are assigned or handled ○ Send approved estimates to scheduling ○ Estimating - 15 or less ○ Billing - 15 or less
• Any and all other tasks or projects assigned by members of the Management team

• Engaged with customers to effectively build rapport and lasting relationships.
• Answered customer questions about sizing, accessories, and merchandise care.
• Built relationships with customers to encourage repeat business.
• Engaged in friendly conversation with customer to better uncover individual needs.
• Developed, maintained and utilized diverse client base.
• Achieved or exceeded company-defined sales quotas.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

• Compiling daily lists of leads and delegating them to sales team associates
• Maintaining an accessible and organized filing system for sales and administrative professionals
• Handling all administrative duties for the sales department or team, including scheduling client conferences and meetings
• Providing assistance to management team members and executives as needed
• Performing data entry duties in regards to metrics, sales figures and other key data
• Creating and processing sales in a timely manner
• Reporting any unusual activity to supervisors
• Expediting requests rush orders and altering sales orders and shipping information as required

• Utilize a variety of databases and social media sites to search for and connect with potential candidates
• Prepare, post, and manage online job postings and help develop recruitment marketing and branding strategies
• Review portfolios and resumes to pre-screen applicants
• Contact past applicants for new job opportunities
• Build and maintain a strong pipeline of potential candidates
• Assist in continuously expanding and improving AEI recruitment efforts
• Obtain referrals from internal and external networks and help manage AEI's employee referral program
• Assist in maintaining the Associate Consultant database
• Contact current Associate Consultants to maintain their records
• Support sales teams on sourcing companies to support proposals
• Maintain data in our Applicant Tracking System and candidate tracking spreadsheets
• Support campus recruitment efforts by reaching out to various departments and student organizations at colleges and universities
• Schedule interviews between candidates and hiring managers
• Administer candidate assessments and conduct reference checks.

• Assign new jobs to Project Managers
• Prioritize projects and manage workloads
• Review contracts, client and project requirements in the company's internal database, and additional information regarding the project requirements
• Confirm information using online resources (Geotracker, county assessor websites and Google Maps) or by reviewing previous reports
• Review the qualifications of each Project Manager, including calendar for availability, traveling locations, scheduled training and/or vacation before assigning new projects
• Maintain positive working relationships with Project Managers to stay aware of any delays, assistance required, preferences, or specific goals they may have for any given month
• Act as a liaison between the Regional Directors and Project Managers
• Work with Regional Director to obtain training and/or mentoring for Project Managers
• Constantly communicate with the sales teams to assist with bidding on potential jobs; providing timing, scope, and staffing information
• Become familiar with the utilization goals for each Project Manager and occasionally use a bonus calculator to ensure that the Project Managers are on track to reach monthly goals
• Partner with Project Managers and Regional Directors as needed to help get the Project Manager as close to their goal as possible
• Assist and work with other Regional/AC Staffers on more challenging projects and portfolios
• This includes switching projects around to distribute and maintain steady workloads
• Participate in monthly calls with division leaders
• Maintain a professional and courteous demeanor centered on exceptional customer service skills

• Respond, route and document all business calls to appropriate personnel
• Set up 100% of new jobs in Quickbooks and create project numbers
• Process all project expense and verify project costs, expenses, and fees
• Generate accounts payable reports, approve and process payables
• Process and authorize check distribution for vendors
• Weekly accounts reconciliation
• Process 100% of new vendor onboarding eligibility to ensure proper requirements are met
• Licensing, financials, and insurances
• Respond to voice and electronic communications in a timely manner
• Process and submit critical time-sensitive documents to insurance adjusters and customers
• Assist estimation department with design and submittal of estimates
• Organize and manage the filing system for all documents.

• Answer all initial calls swiftly and with competency
• Respond to first call customers to discuss emergency specifics and document details for project creation
• Coordination with service-specific personnel and dispatch accordingly for service types (emergency and non-emergency)
• New project creation within company project management software
• Creation of project folders to company standards, transfer all customer project data to project folder for the estimator and project manager
• Manage collection of customer deductibles and receivables
• Communicate with adjusters and customers and fulfill document requests
• Respond to all communication requests in a timely manner
• Manage all project invoice and expenditure data and update project management financials
• Review mitigation paperwork with service personnel and project managers for daily project status tracking
• Schedule appointments and project-specific equipment delivery and pickups
• Work within the industry standards for best practices and project 12/24 detailed project reports with supplemental progress photos
• Experience using Moisture Mapper software
• Process project samples received from field technicians and Project Managers and submit project sample packages to ITEL (Independent Testing and Evaluation Laboratory)
• ITEL determines fair replacement pricing for property adjusters.

• Customer services, answer calls, emails and direct communication with patients, providers, and vendors
• Schedule office appointments and diagnostics testing
• Receive and handle payments
• Schedule testing that has been ordered by the physician
• Make referrals to other providers for treatment
• Call in medications to the pharmacy
• Knowledge of ICD 9 codes and CPT codes
• Deal with workers compensation adjusters in scheduling appointments with doctors who understand medication usage and return to work
• Scan documents into the patient's accounts.