What are the responsibilities and job description for the Relationship Development Team Marketer Job at Paul Davis Restoration Inc. in Sup position at Paul Davis Restoration Inc.?
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Responsibilities
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 an 8-week rotation with agents.
Support and assist the Relationship Development Team.
Schedule, invite, and facilitate Continuing Education Courses for Insurance Professionals.
Communicate with key accounts regarding ongoing projects.
The Agent Marketer will be expected to take on additional responsibilities over time based upon their desire, initiative & performance.
This Agent Marketer role is ever-evolving, and functions may be added / removed over time.
Basic Requirements
High School Diploma or equivalent.
Associate's or bachelor's degree is desired, especially in the area of Marketing or Entrepreneurship.
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.
Smartphone.
Appropriate attire.
Fun and outgoing personality.
Evaluated On
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.
Overall Primary Duties
Retain lasting relationships with key accounts to capture new revenue through new and existing relationships with insurance agents and brokers.
Work directly with the 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 win / win business relationships.
Teach, train, and onboard new and existing accounts.
Brand the Paul Davis name by being involved in Agent Associations and committing to being on a board.
Review, update, and manage RMS and Salesforce software.
Create and follow Agent and Brokers Sales Budget monthly and yearly.
Secondary Duties
Maintain a strong relationship field presence while balancing 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.
Provide feedback to the Relationship Development Team on observations from the field and the relationship.
Build relationships 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.
Attend all Paul Davis events.
Attend bi-weekly Relationship Development Team meetings.
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.
High Level Job Responsibilities Include
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.
Hours
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.
Reward
Compensation is evaluated on an annual basis in the first quarter of each year after a full year is completed.
Promotions and advancement within the position bring progressively greater challenge, learning & responsibility.
Physical Requirements
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.
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