Marketing Intern
Patterson Insurance Agency —
Cypress, TX
Contact Manger The contact manager position is designed to accomplish exactly what the title states, manage the contacting of prospects and customers on a regular basis. Duties may include:
1. Scheduling Farmers Friendly Reviews, maintaining records of all contacts and planned follow-ups as well as confirming each appointment in advance via mail, telephone or by other appropriate means.
2. Contacting Realtor s/Mortgage Processor by phone, e-mail or in person following up to scheduling meals with Agent. (www.har.com)
3. Creating Face Book Activities such as;
Contest- To reach more clients
Posting comments related to insurance business
Quotes
Adding more prospect/Clients to our Face book site
Like us at Patterson Insurance Services requests
4. Networking Group
Contact professionals by phone, e-mail or in person, associated to the insurance industry to create interest in joining a network group.
Create attractive topics for meeting, (educational, informational, and etc.)
Look for a Guest that will provide a speech for a group (e.g. Government position, Political position, Business owner and etc.)
Scheduling weekly meetings follow with a confirmation to assist.
5. Calling existing clients to wish them a happy birthday (retention strategy)
6. Marketing events on site property (e.g. Summer-Free water, winter- free hot chocolate and etc.)
7. Telemarketing, scheduling sales appointments with prospects, policyholders and clients.