Relationship Development Team Marketer

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.
• Represent Paul Davis at chambers and associations, actively participating in committees.
• Coordinate meetings, lunches, and presentations to educate and develop win/win relationships.
• Make face-to-face visits on an 8-week rotation with agents.
• Support the Relationship Development Team.
• Schedule, invite, and facilitate Continuing Education courses for insurance professionals.
• Communicate ongoing projects to key accounts.
• Take on additional responsibilities over time based on initiative and performance.
• Note:
  
  The role is evolving; functions may be added or removed over time.

Basic Requirements:

• High School Diploma or equivalent.
• Associates or bachelor’s degree preferred, especially in marketing or entrepreneurship.
• Experience in marketing and customer service.
• Highly organized with strong prioritization skills.
• Excellent communication skills.
• Proficient in Microsoft Office Suite.
• Dependable transportation and a smartphone.
• Appropriate attire and a fun, outgoing personality.

Evaluated On:

• Sales results over time.
• Growth of accounts.
• Team commitment.
• Skill development relative to goals.
• Performance aligned with the job description.
• Behaviors aligned with company values and brand promise.

Overall Primary Duties:

• Retain key accounts and generate new revenue.
• Collaborate with the Relationship Development Team for a positive client experience.
• Expand existing accounts based on past sales.
• Set proper expectations with insurance partners.
• Recruit new key accounts aligned with Paul Davis principles.
• Build and execute mutually beneficial business relationships.
• Teach, train, and onboard new and existing accounts.
• Promote the Paul Davis brand through involvement in associations and boards.
• Manage RMS and Salesforce software.
• Develop and follow sales budgets annually and monthly.

Secondary Duties:

• Maintain a strong field presence while managing administrative tasks.
• Participate in relationship development events.
• Handle complaints professionally and promptly.
• Provide feedback from the field to the team.
• Build community relationships and promote the brand.
• Schedule and manage Continuing Education courses.
• Apply priority management principles for scheduling.
• Attend company events, team meetings, and share calendars with supervisors.
• Adhere to company policies outlined in the Employee Handbook.

High-Level Responsibilities:

• Participate in emergency services during crises.
• Engage in continuous improvement and problem-solving.
• Participate in social events, goal reviews, and team meetings.

Hours:

• Full-time position with some evening activities.
• Travel within a couple of hours radius as needed.

Reward:

• Annual compensation review in Q1 after a full year.
• Opportunities for promotion and increased responsibilities.

Physical Requirements:

• Lift 50 pounds and carry 20 feet.
• Climb two flights of stairs while carrying 30 pounds.
• Traverse water, fire, and smoke-damaged flooring.