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Join to apply for the Relationship Development Team Marketer role at Paul Davis Canada

5 days ago Be among the first 25 applicants

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