• To be the first point of contact for all incoming customer calls for enquiries, sign posting or advice. The Estimator should prioritise enquiries, take written shorthand notes of relevant calls and competently use the internal phone app for transferring calls.

• Respond to emails using relevant and bespoke templates when appropriate. Construct concise, grammatically correct content with the use of professional language and terminology.

• Ensure the correct signature is used in relation to the email trail.

• Communicate with colleagues internally to ensure that knowledge of certain jobs are shared or escalated as per internal processes, or when there is planned absence.

• Using exceptional communication and interpersonal skills, build strong customer relationships and rapport with designated accounts. Record any bespoke requirements for the account in relevant MRP.

• Chase and check back with customers within designated time frames using both verbal and written communication with the view to understand when the order will be placed or to close the sale.

• Keep customers advised of changes to lead times or pricing which may affect the order.

• Gather feedback from customers who have not proceeded to order. Update relevant systems for data purposes. Identify if there are any reoccurring trends and escalate these to the Internal Sales Team Supervisor / Manager for further review. Escalate any lost jobs that are of significant high value.

Technical / Administrative

• Prepare bespoke quotations for customers from the information provided.

• Edit quotes and orders on to the Sigma MRP system to reflect any required changes as a priority.

• Identify any priorities within personal inboxes, dependent on key account needs. Secondary, filter and prioritise from personal and shared inboxes and work through these in an appropriate and timely manner.

• Complete recut / credit request forms when necessary, gathering relevant investigative data, collating it for review and sign off.

• Have an awareness of accounts and proforma processes. Be aware of any customers on the stop list or flag any payment issues or concerns with the Internal Sales Manager / Supervisor.

• Follow the internal drawing process map, inclusive of reading, cleaning, and amending technical drawings. Complete appropriate disclaimer forms with the customer.

• Collate and appropriately label folders for the Auditing department.

• Work through jobs on query, these should be dealt with immediately and advise the Auditing department as per the process.