Sales Associate

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