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Business Development Manager
4 months ago
CE classes Commercial Seminars Lunch and Learn Seminars for Insurance Professionals
Trade Shows
Community Events Assist Coordinators with before and after pictures of losses for big projects Track all sales data in our main operating system, RMS Generate a weekly lead count, job count Generate a weekly individual sale on estimates AND commercial sales Generate monthly sales data for individuals, departments, and divisionsCreation of a daily loss report and lead report Maintain company’s CRM Work with Regional Marketing Managers to promote and marketing your local office Conduct market research and assist with lead generation Recruit and coach team members, promote teambuilding and engagement in the office Schedule and conduct department meetings and weekly GS&Rs with direct reports Responsible for expense budget maintenance Review and discuss sales performance with operations manager/department managers and Commercial Marketer Represent the company’s Vision, Mission, Values and Serving Basics Discuss and review marketing plans and objectives with Commercial Marketer Participate in staff meetings Attend company trainings and conferences All other duties as assigned Competency – Knowledge, Skills and Abilities: Knowledge of Microsoft Office applications (Outlook, Word, Excel) Knowledge of CRM systems Customer Service Skills Communication skills via email, phone, and face to face Administration skills Priority Management Skills Effective Meetings Skills Selling Skills Ability to be assertive Ability to learn and operate our primary operating systems: RMS, SalesForce, SharePoint, and One Drive Ability to coordinate marketing events from start to finish Ability to answer and communicate with customers over the phone, email, or face to face Ability to work office equipment (fax, scanner, printer, phone system, computers) Ability to work independently Ability to maintain an acceptable background and MVR check during employment Ability to operate a company vehicle safely Maintain a level of confidentiality Ability to follow and represent Paul Davis culture through our company Vision, Mission, Values, and 10 Serving Basics Travel Local travel based on job requirements. Travel (local) may be up to 70%.
