Legacy Restoration is the leader in residential home exterior renovation, offering a complete line of roofing, siding, windows, gutters and installation services. Our purpose, built on the foundation of our core values, is to improve the quality of life for our employees and customers through the pursuit of excellence. We offer career advancement, growth and leadership development opportunities. We are active members of the communities we serve through actively giving back and participating in volunteer activities.
There are two primary roles for the Account Executive (AE): (1) direct sales and (2) customer service. The AE is responsible for managing the entire customer experience from start to finish. This includes generating new business, meeting with insurance adjusters, submitting job documentation, and coordinating with internal teams such as the Project Coordinator, Supplement, and Production departments.
AEs are expected to upload signed contracts, photos, measurements, and all relevant notes into the CRM system immediately after appointments to ensure accuracy and support internal workflow. They serve as the main point of contact for the customer, providing regular updates, explaining insurance paperwork, coordinating selections and upgrades, and collecting payments. The AE is accountable for delivering a seamless, high-quality experience that meets Legacy’s service standards.

Please refer the Job description for details