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