Relationship Marketing Coordinator

at  Worthmann Roofing

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.

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

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