Operations = execution of Systems. You must know:
- Insurance estimating and insurance's games
- Construction know-how
- Customer service and sales
- Creative problem solving
Hierarchy
Hierarchy of structures and dynamics — see Whimsical org graph in Monday SOPs.
Hardware
Computer, phone, printer, internet, workspace.
Software & SaaS
- Wispr, Xactimate, Symbility, Monday, RingCentral
- Microsoft Suite, ChatGPT, Brelly, Code Book Access
- Jotform (required for PA contracts/appraisal authorization)
SOPs
The majority of your training comprises learning SOPs within our systems. These are living documents — if you find a better way, speak up. Questions? Ask leadership immediately. Don't guess.