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

Since 1966, Paul Davis has been an industry leader in the areas of property damage mitigation, reconstruction and remodeling. With more than 370 offices in our franchise network, the company serves residential, institutional, and commercial customers and clients across the United States and Canada.

We have built our heritage one project at a time, establishing a reputation for performance, integrity and responsibility among customers and carriers alike. Whether property damage is caused by water, fire, smoke, storms or other disasters, we deliver on our promise to deliver excellence, expertise and a customer experience that is second to none. At Paul Davis, our passion for quality drives everything we do.