Agency Sales Coordinator

Combined, a Chubb Company; Ann Arbor (MI); On-site; USD 40,000 - 60,000; Part time

Job summary

A leading insurance provider in Ann Arbor, MI, is seeking an Agency Coordinator to prospect new customers and support independent agents in achieving sales goals. The ideal candidate should have strong sales and communication skills, and a commitment to building relationships with clients. This position is crucial for driving sales objectives and mentoring new agents in the insurance field.

Qualifications

• Obtaining a Life, Accident, and Health license is required before appointment.

Responsibilities

• Generate new customers and sales through various methods.
• Build customer relationships and respond to needs.
• Meet personal production and sales standards.

Skills

Customer relationship management

Sales prospecting

Communication skills

Field training and support

Job description

The Agency Coordinator (AC)

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area to support the delivery of sales objectives for the assigned area.

The Agency Coordinator is also responsible for helping to identify and appoint new independent agents assigned to support and accompany them to sales calls, supporting presentations and setting up the business along with them.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current combined policyholders.


• Build customer relationships and respond to customer needs and concerns.


• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by the agency to remain affiliated.

Sales Presentation

• Has knowledge of Company products.


• Can efficiently present Company sales materials.


• Can effectively demonstrate the Company's Sales Process.


• Service customer service calls or refer to appropriate channel.

Agent Field Training

• Field train and accompany all assigned Independent Agents as needed and requested by agent.


• Support each New Agent to develop a solid understanding and foundation of the sales process.


• Support Agents in assignment planning/appointment setting, as needed by agent.


• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.


• Promptly report any operation issues in setting up a new piece of business.


• Entrepreneurial spirit to build their own independent agency.


• Executing ability to meet or exceed assigned Sales goals consistently.


• Professional verbal and written communication skills, affinity to the value of personal brand.


• Demonstrate personal initiative and goal oriented.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to being appointed.

Seniority Level

Mid-Senior level

Employment Type

Contract

Job Function

Sales and Business Development

Industries

Insurance

Location: Ann Arbor, MI