Agent Marketer

BASIC FUNCTIONS: Develop and maintain relationships with insurance agents on an ongoing basis

 

RESPONSIBILITIES/TASKS:

 Professionally represent the PDR principles of honesty and integrity. Establish/qualify current list of agents and contact individual. Formulate marketing strategy based on client listing in franchise area. Request the opportunity to provide services. Relate successful job performance to agents. Call on 10 - 15 agents on a daily basis; rotate quarterly. Maintain daily contact with franchise representatives.

· Provide written reports on weekly activities. Provide written reports of monthly activity. Maintain records of account's visits for ongoing reference and reporting. Provide input to franchise regarding criticisms from agents/adjusters. Attend extra-curricular event, which will enhance marketing position. (i.e.:  trades shows, golf tournaments, claims associations) Produce extra-curricular events. (i.e.:  trades shows, golf tournaments, claims associations) Status check with franchise representative for "course correction" as necessary) Participate in regular staff meetings. Participate in collection process.