Agent Marketer

Paul Davis

  • Saint Paul, MN
  • 30+ days ago
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    Skills

    • Brand Marketing (Branding)unmatched
    • Brokerageunmatched
    • Budgetingunmatched
    • Calendar Managementunmatched
    • Communication Skillsunmatched
    • Community Relationsunmatched
    • Compensation Analysisunmatched
    • Continuous Improvementunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Emergency Servicesunmatched
    • Entrepreneurshipunmatched
    • Establish Prioritiesunmatched
    • Health Insuranceunmatched
    • High School Diplomaunmatched
    • Industry Standardsunmatched
    • Insuranceunmatched
    • Lift/Move 20 Poundsunmatched
    • Lift/Move 30 Poundsunmatched
    • Lift/Move 50 Poundsunmatched
    • Marketingunmatched
    • Microsoft Officeunmatched
    • Organizational Skillsunmatched
    • Physical Demandsunmatched
    • Plan Meetingsunmatched
    • Problem Solving Skillsunmatched
    • Resolve Customer Issuesunmatched
    • Salesunmatched
    • Salesforce.comunmatched
    • Schedule Developmentunmatched
    • Set Goalsunmatched
    • Smartphonesunmatched
    • Team Lead/Managerunmatched
    • Time Managementunmatched
    • Training/Teachingunmatched
    • Vision Planunmatched
    • Willing to Travelunmatched

    Description

    Benefits:

    • 401(k)
    • 401(k) matching
    • Company car
    • Company parties
    • Competitive salary
    • Dental insurance
    • Health insurance
    • Opportunity for advancement
    • Paid time off
    • Training & development
    • Vision insurance

    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

    Numbers & Facts

    LocationSaint Paul, MN

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