Awesome Marketing Director

Define the Job

Title:

It’s best not to use the word “sales” in this person’s title. A cynical skeptical group like

hardened claims adjusters do not like to think of themselves being “sold” anything.

I’ve have seen the title “marketing director” used and while I would not use it myself (for

the same reasons I wouldn’t use sales), it seems to work alright for some.

I prefer a service-oriented title like “client services director.” This is by no means all that

can be said but I encourage you to be creative but appropriate. Of course, their

informal title will become “awesome soft seller” but that will be your happy secret.

Duties:

1. Identify all the people and/or companies needing the services of your company

within a specified geographic area. This could include people or companies outside of

the specified geographic area but who control assignment of work within this specified

area. For example, an insurance company with offices in Atlanta that assigns work in

Florida.

2. Develop working relationships with insurance agents, claims adjusters, claim

service reps, other service providers, property owners, and any other person or entity

needing the services of your company. This could include “cold calling” by telephone or

in person.

3. Actively secure assignments from insurance agents, claims adjusters, claim

service reps, other service providers, property owners, and any other person or entity

needing the services of your company.

4. Close the deal with property owners. It’s one thing to secure “unofficial” referrals

from agents & adjusters. Ultimately, the awesome marketing director has to compel

confidence from and influence the property owner in order to close the deal. This

includes understanding and the ability to explain the legal documents that must be

signed by the property owner. Some owner/managers prefer to handle this end but

we’ve listed it because it needs to be considered.

5. If Travel is required, identify the conferences or conventions (be they in-town or

out of state) that would optimize marketing opportunities for your company.

6. Identify the people or companies (be they out of town) that would warrant travel

to facilitate personal contact and the development of business relationships.

7. Work with management to establish a budget for marketing activities to include

travel, convention or luncheon sponsorships, exhibiting, promotions, and entertainment.

8. Ship and/or assemble Exhibit Booths. Attend and manage the corporate Exhibit

Booth at specified conventions or trade shows.

9. Maintain contact records which could include special contact software in writing

or by computer. Correspond with clients as needed by mail, email, telephone or in

person. This could include typing ones own letters or reports. Therefore, keyboard

proficiency is preferred.

10. Identify, develop, and participate in adjuster education opportunities. This could

include public speaking (an acquired ability).

11. There may be other tasks or duties that you would like to add to this list and that

is totally acceptable. But at least you can use this list as a guide in creating a workable

job description so that there is no misunderstanding as to the duties and expected

results of your “awesome soft seller.”

$20.00 Discount off any of our products

Certificate Code:GC340707837692128

Good for 3 months from today.