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PA
Relationship Development Team Marketer
Paul Davis RestorationUnited Statesfull_timeVerifiedPosted 22 Jun 2026
💰 $100,000/yr($50,000/yr – $100,000/yr)
About the role
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 m
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