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
• 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

Last updated : 2024-04-27