Agent Marketer

Paul Davis Restoration Agent Marketer

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 an 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 office
365 calendar with your supervisor on an ongoing basis. Follow all…