Agent Marketer

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