Relationship Marketing Coordinator

3 weeks ago

High Springs, United States Worthmann Roofing Full time
Job DescriptionJob Description

Relationship Marketing Coordinator- Job Description

Worthmann Roofing and Gutters is a trusted residential and commercial contractor specializing in roofing, gutters, soffit, and siding services all throughout Florida. Our commitment to honesty and doing the right thing has earned us a strong reputation in the industry. We are looking for a dedicated Relationship Marketing Coordinator to join our team and help us strengthen our partnerships with insurance agents and other referral partners.


Job Description:

As a Relationship Marketing Coordinator at Worthmann Roofing and Gutters, you will play a crucial role in building and nurturing relationships with insurance agents and referral partners. Your responsibilities will include but not limited to:


Preparing for Visits:

  • Organize promotional items and gifts for distribution. Plan and prepare for daily and weekly visits.

Territory Management:

  • Select target cities within your assigned territory for visits.
  • Efficiently organize driving routes to maximize productivity.

Relationship Building:

  • Visit insurance agents and realtor's offices and referral partners (approximately 8 visits per day).
  • Foster positive connections and maintain a friendly and professional demeanor.

Promotion:

  • Promote our company app to partners and explain its benefits.

CRM Update:

  • Keep detailed notes and updates in the CRM system.

Networking Events:

  • Attend networking events to expand your network and represent Worthmann Roofing and Gutters.

Reporting:

  • Complete weekly reports on your visits, progress, and outcomes.

5-Star Review Visits:

  • Deliver thank-you gifts to customers who experienced excellent service with Worthmann Roofing and Gutters and wrote a raving five-star review.

This playbook is designed to provide the Relationship Marketing Coordinator at Worthmann Roofing and Gutters with a clear and structured guide on daily and weekly activities to be successful in building and maintaining relationships with insurance agents and referral partners.


Daily Tasks:

  • Start your day by reviewing your schedule and appointments.
  • Organize your driving route for maximum efficiency, minimizing travel time. Check your promotional items and gifts for the day.
  • Visit insurance agents' offices and referral partners. (Aim for approximately 8 visits per day.)
  • Present yourself professionally and warmly to build rapport. Drop off promo items.
  • Promote the company app and its benefits.
  • Ensure you have a clear understanding of their needs and how we can help them.
  • After each visit, record detailed notes in the CRM system regarding the discussion and any follow-up actions.

If any referrals come in throughout the day put the contact information into app


Weekly Tasks:

  • Attend weekly marketing meetings
  • Prepare promotional items and gifts for the week's visits. Attend networking events as scheduled.
  • Be proactive in introducing yourself and representing Worthmann Roofing and Gutters positively.
  • Continuously update CRM with new information, changes, & reminders for follow-up.
  • Compile a detailed report at the end of each week summarizing your visits, key interactions, and outcomes. Include any potential leads or opportunities.
  • Ensure that referral partners have a positive experience with Worthmann Roofing and Gutters during visits and address any concerns promptly.
  • Continuously educate insurance agents and referral partners about the benefits of using the company app and how it can simplify their interactions with Worthmann Roofing and Gutters.
  • Be flexible and adapt your approach based on the specific needs and preferences of each partner.
  • Stay updated on industry trends and marketing techniques through ongoing training and self-education.
  • Focus on building long-term, mutually beneficial relationships rather than short-term gains.

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