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.
Basic Requirements:
High School Diploma or equivalent
Associates or bachelors 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
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 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.
Secondary Duties:
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)
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 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.
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
Relationship Development Team Marketer
