Essential Responsibilities
Produce Personal Lines valuations using Core Logic and E2Value to ensure replacement cost estimates are done correctly and within tolerance or explained otherwise.
Communicate with consultants through the utilization of phone and email when required.
Oversee the consultants assigned to Self-Assessment work; monitor client workflows; including review and billing while generating month end reports to clients and Regional Director.
Participates in internal meetings with focus on servicing clients to meet required expectations, outline exceptions, and customizations.
Review loss control survey reports submitted by consultants and employees. Assists with corrections, errors, and other queries on surveys.
Reviews, monitors, and takes sole responsibility for specific client accounts as assigned.
Review, revise, and communicate with Reps on Apex drawings not meeting standards.
Bill surveys as per Billing instructions on file.
Provides support to Production Development Manager (PDM) by helping develop training materials and identifying consultants who need additional support or instruction.
Works with the Director of Quality Control and Regional Director to develop client requirements for special instruction documentation.
Communicate positive encouragement, consultation, and support to consultation to consultants within operations and the review department.
Supports quality control for technical questions in Personal Lines surveys.
Trains on Core Logic for commercial valuations, review, and billing
Improves and expands upon relationships between AFIRM and Consultants
Supports growth of the Personal Lines High-Net-Worth survey production and development.
Develop tracking for valuation and self-assessment metrics.
Work with valuation providers for additional training on application of tools.
Provide ongoing training/mentoring of other employees on use of valuation tools.
Attends regular Client meetings, as required.
Confident and Decisive: Takes independent actions and calculated risks; Ability to explain and defend actions on one’s own accord; Takes accountability and ownership over actions.
Communication: Ability to communicate clearly and effectively to others and comprehend simple instructions. Ability to listen and request clarification when required.
Minimum 5 years’ experience required in Personal Lines Valuations using Core Logic and E2Value
3 years’ experience in Personal Lines Survey Review
Skills in training or training support preferred.
Commercial experience is an asset.
Bilingual is an asset.
**Afirm, a Davies company is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. **