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Paul Davis Restoration Inc.

Relationship Development Team Marketer Job at Paul Davis Restoration Inc. in Sup

Paul Davis Restoration Inc., Superior, WI, United States, 54880

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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.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Advertising

Industries

Advertising Services

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