Agent Marketer

Benefits:

401(k)

401(k) matching

Company car

Company parties

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Why Us? At Paul Davis Restoration we're more than a company - we're a team, and we are a community. We believe in empowering our team members, exceeding client expectations, and delivering best-in-class service to our partners. Our success is built on a culture of innovation, collaboration, and a relentless drive to be the best in the business. If you're ready to lead a team, redefine industry standards, and achieve career-defining success, we want to hear from you.

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 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

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