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Agent Marketer

Paul Davis Restoration of Greater MSP and the Northland

Superior, WI

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JOB DETAILS
SKILLS
Brand Marketing (Branding), Brokerage, Budgeting, Calendar Management, Communication Skills, Community Relations, Compensation Analysis, Continuous Improvement, Customer Experience, Customer Relations, Customer Support/Service, Dental Insurance, Emergency Services, Entrepreneurship, Establish Priorities, Health Insurance, High School Diploma, Industry Standards, Insurance, Lift/Move 20 Pounds, Lift/Move 30 Pounds, Lift/Move 50 Pounds, Marketing, Microsoft Office, Organizational Skills, Physical Demands, Plan Meetings, Problem Solving Skills, Resolve Customer Issues, Sales, Salesforce.com, Schedule Development, Set Goals, Smartphones, Team Lead/Manager, Time Management, Training/Teaching, Vision Plan, Willing to Travel
LOCATION
Superior, WI
POSTED
30+ days ago
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

 
 

About the Company

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Paul Davis Restoration of Greater MSP and the Northland