Agency Sales Coordinator

Combined, a Chubb Company; Austin (TX); On-site; USD 45,000 - 65,000; Part time

Job summary

An insurance firm is seeking an Agency Coordinator in Austin, Texas. This role involves prospecting new clients, conducting sales presentations, and supporting new independent agents. The ideal candidate should have a Life, Accident and Health license and the ability to build strong customer relationships. You will be responsible for achieving sales targets and training agents to excel in the sales process. This position offers a contract role within a dynamic sales environment.

Qualifications

• Must obtain a Life, Accident and Health license prior to appointment.
• Demonstrated ability to meet or exceed sales goals.
• Develop and maintain customer relationships.

Responsibilities

• Generate new customers and sales through various methods.
• Conduct sales presentations based on customer needs.
• Train and support new independent agents.
• Report operational issues in new business setup.
• Build a personal independent agency.
• Report operational issues in setting up new business; entrepreneurial mindset to build own agency.
• Execute sales system to meet or exceed assigned sales goals.
• Maintain professional verbal and written communication; set and pursue goals.

Skills

Customer relationship building

Sales presentations

Effective communication

Goal setting

Entrepreneurial spirit

Education

Life, Accident and Health license

Job description

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 and to support the delivery of sales objectives for the assigned area.

The Agency Coordinator is also responsible for helping in the identification and appointment of new independent agents and supporting them to sales call, presentations and setting up the business.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and existing 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 Agency to remain affiliated.
• Conduct sales presentations consistent with New Customer Needs and Assessment approach:
  • 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.
  • Support each new agent to develop a solid understanding of the sales process.
  • Support agents in assignment planning/appointment setting as needed.
  • Mentor and coach established agents by conducting field training or accompanying them during sales visits.
  • Promptly report any operational issues in setting up new business.
  • Entrepreneurial spirit to build their own independent agency.
  • Execute sales system: Ability to meet or exceed assigned sales goals consistently.
  • Effective communication: professional verbal and written communication skills.
  • Goal setting: demonstrate personal initiative and goal oriented.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

Qualifications

• Life, Accident and Health license prior to appointment.

Seniority Level

Associate

Employment Type

Contract

Job Function

Sales and Business Development

Industry

Insurance