Legacy Restoration LLC

Field Account Executive

Legacy Restoration LLC

full-time

Posted on:

Location Type: Office

Location: Omaha • New York • 🇺🇸 United States

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Salary

💰 $70,000 per year

Job Level

Mid-LevelSenior

About the role

  • Manage the entire customer experience from start to finish for residential exterior renovation projects
  • Generate new business and conduct door-to-door outreach and inspections
  • Meet with insurance adjusters and document the scope of work
  • Upload signed contracts, photos, measurements, and all relevant notes into the CRM system immediately after appointments
  • Serve as the main point of contact for the customer providing regular updates, explaining insurance paperwork, coordinating selections and upgrades, and collecting payments
  • Coordinate with internal teams such as Project Coordinator, Supplement, and Production departments to ensure projects move forward smoothly
  • Ensure accuracy and support internal workflow through timely documentation and communication
  • Deliver a seamless, high-quality customer experience that meets Legacy’s service standards
  • Work flexible hours and perform field work including climbing ladders and walking roofs in various weather conditions

Requirements

  • Generate new business through door-to-door outreach, inspections, and other sales efforts (monthly sales quota must be met to maintain employment)
  • Serve as the main point of contact for customers, providing consistent follow-up and high-quality service throughout the project
  • Meet with insurance adjusters, document the scope of work, and upload all required files, photos, and notes promptly into company systems
  • Collaborate with internal teams (Project Coordinators, Production, Supplements) to ensure projects move forward smoothly
  • Work flexible hours, including evenings and Saturdays, to meet customer needs and project timelines
  • Represent Legacy Restoration by wearing company-branded apparel and having company-branded vehicle decals installed on the windows of their personal vehicles
  • Be able to climb ladders, walk roofs, and work in various weather conditions as needed
  • Attend all required company and sales team meetings and trainings
  • Uphold Legacy Core Values in all interactions with customers and teammates
  • Highly organized with attention to detail and ability to manage multiple jobs and deadlines
  • Excel at building strong customer relationships and clear, professional communication
  • Take ownership of work and follow through on commitments
  • Thrive in a fast-paced, field-based role and enjoy collaborating with internal teams
Benefits
  • Career advancement and growth opportunities
  • 10 days paid time off
  • 8 Paid Holidays
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401K plan with company match
  • Vehicle Allowance
  • Paid Paternity Leave Benefit
  • Team building and community volunteering activities

ATS Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer experience managementsales generationdocumentationproject coordinationinsurance claims processingfieldworkcontract managementCRM systemsinspectionscustomer relationship management
Soft skills
communicationorganizationattention to detailcustomer relationship buildingteam collaborationflexibilityownershipcommitmentproblem-solvingtime management
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