What are the responsibilities and job description for the Relationship Development Team Marketer position at Paul Davis Canada?
Basic Functions
- Retain and Grow relationships with Key Accounts in the Insurance Agents and Brokers Vertical
- Recruit Key Partnered Insurance Agent and Broker Accounts
- Onboard and Train Key Partnered Relationships the Paul Davis Way
- Be the Face of Paul Davis at Chambers and other Associations while committing to being on committees.
- Coordinate Meetings, Lunches, and presentations to educate and probe for win/ win relationships.
- Make Face to Face stops on 8 week rotation with agents.
- Supports and assists the Relationship Development Team
- Schedules, invites and facilitates Continuing Education Courses to Insurance Professionals.
- Takes responsibility for communicating to key accounts regarding ongoing projects.
- The Agent Marketer will be expected to take on additional responsibility over time based upon their desire, initiative & performance.
- This Agent Marketer role is ever evolving, and functions may be added/removed over time.
- High School Diploma or equivalent
- Associates or bachelor's degree is desired especially in area of Marketing or Entrepreneur
- Experience in marketing and customer service.
- Highly Organized and versed in prioritization of tasks.
- High level Communicator
- High aptitude in Microsoft office suite
- Dependable transportation
- Smart Phone
- Appropriate Attire
- Fun and Outgoing Personality
- Results of Sales over time
- Growth of Accounts
- Commitment to team
- Skill Development versus Annual Skill Development Goals
- Performance in alignment with the job description
- Behaviors aligned with the Vision, Mission, Values, 10 Serving Basics and Brand Promise
- Retain lasting relationships with key accounts to capture new revenue through new and existing relationships with insurance agents and brokers.
- Work directly with Relationship Development Team to ensure a positive client experience.
- Grow the Agent and Broker Accounts based on sales from prior years
- Set proper expectations with Insurance Agents and Brokers
- Recruit new key accounts that align with the Paul Davis way.
- Build, create and execute on win/ win business relationships
- Teach, Train and Onboard New and Existing Accounts
- Brand the Paul Davis name by being involved in Agent Associations and being committed to being on a board. Not limited to MIIAB or Chambers.
- Review, Update and Manage RMS and Salesforce software
- Create and follow Agent and Brokers Sales Budget monthly and yearly.
- Maintain a strong relationship field presence, while balancing the necessary desk work required for admin and follow up.
- Participate in Relationship Development events
- Create and Manage Win/ Win Business relationships
- Professionally handle and resolve all complaints in a timely fashion.
- Work directly with the Relationship Development Team to build long lasting relationships with accounts.
- Provide feedback to Relationship Development Team on observations from the field and the relationship.
- Build relationship in the community by branding the Paul Davis name and brand
- Plan and Schedule All Continuing Education Courses for Insurance Agents and Brokers
- Learn and work with Priority Management principles to create default schedules for your own time that properly allocate slush time.
- Attend all Paul Davis events.
- Attend Bi-Weekly Relationship Development Team Meetings
- Attend Bi-Weekly GS&R
- Share your office365 calendar with your supervisor on an ongoing basis.
- Follow all other company policies and procedures as communicated in the All-Team Handbook (Employee Handbook)
- Participate in emergency services when an "All Hands-On Deck" scenario arises.
- Participate in ongoing problem solving and practicing continuous improvement of the department and company.
- Participate in Paul Davis social events, Goal Setting and Review, All Team Meetings and as many other opportunities as possible to engage with the rest of the team.
- This is a full-time position with some evening activities
- Hours required will vary and will often require travel to customer locations typically within a couple hour radius of the home office.
- Compensation is evaluated on annual basis in quarter 1 of each year after a full year is completed.
- Promotions and advancement within the position bring progressively greater challenge, learning & responsibility.
- Able to lift 50 pounds and carry at least 20 feet
- Able to climb 2 flights of stairs while carrying 30 pounds.
- Able to traverse water, fire, and smoke damaged flooring
