Commercial Account Representative
Company Background
Paul Davis Restoration, Inc. is a national franchise organization that provides property damage emergency services, restoration and reconstruction services for residential and commercial properties due to water, fire, mold, storm and other disasters. The Paul Davis Network is made up of more than 350 franchises and Company Owned Operations across the US and Canada. Since 1966, we have helped more than 2 million property owners restore their properties and lives. Paul Davis Restoration, Inc. is owned by First Service Corporation, a global leader in the rapidly growing real estate services sector. [More information about Paul Davis can be found at www.PaulDavis.com]
Position Summary
The Commercial Account Representative will primarily be responsible for developing and maintaining relationship with key individuals that will promote commercial business.
Essential Duties/Responsibilities
Establish a current list of property and facility managers within commercial buildings/facilities
Cold calling prospective business by emails, phone calls and in person introductions
B2B sales to customers in the commercial property space who utilize restoration services to support their facilities
Schedule in person meetings with prospective commercial business accounts
Maintain and grow current commercial business relationships
Submit and maintain a log of weekly activities and meetings scheduled
Plans, develops and establishes sales policies, principles and procedures
Maintain a commercial client contact log
Investigates market conditions and facilitates to determine time, place and type of sale
Coordination, attendance and promotion of all company events relating to marketing
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 divisions
Creation of a daily loss report and lead report
Maintain company’s CRM
Work with PDRI Regional Marketing Managers to promote and marketing your local office
Conduct market research and assist with lead generation
Participate in staff meetings
Attend company trainings and conferences
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, PDConnect, 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 operate a company vehicle safely
Maintain a level of confidentiality
Required Education and Experience
High School Diploma or GED required
Two plus years’ experience in an outside sales (B2B) role
One plus years’ experience in a Customer Service role
Preferred Education and Experience
Associate Degree or bachelor’s Degree in Marketing, Business or related field
Experience in the Restoration, Construction, or Insurance industry