Agency Sales Coordinator

Combined, a Chubb Benefits Company; Baton Rouge (LA); On-site; USD 35,000 - 52,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and meet sales objectives within a defined geographic area. The AC also helps identify and accompany new independent agents, supports sales calls, and assists in setting up new business arrangements.

The role emphasizes field prospecting, presenting company materials, and mentoring agents to grow their independent agencies.

Qualifications

• Experience in prospecting and generating new customers is preferred.
• Ability to present Company products and sales materials effectively.
• Strong communication and relationship-building skills across customer segments.
• Must be able to set and pursue personal sales goals.
• Entrepreneurial mindset to build an independent agency.

Responsibilities

• Generate new customers through field prospecting, referrals, leads, and target marketing.
• Build relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent.
• Conduct sales presentations aligned with the needs assessment approach.
• Field train and accompany independent agents to develop sales skills.
• Mentor and coach agents and help with appointment setting and planning.
• Ensure timely reporting of operational issues in new business setup.

Skills

Field prospecting

Sales presentations

Customer relationships

Communication skills

Goal setting

Entrepreneurial spirit

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 identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them.

Responsibilities

Individual and Group Sales including personal and team production

• 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 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 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
• Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
• Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
• Goal Setting: Demonstrate personal initiative and goal oriented.
• Obtaining a Life, Accident and Health license is required prior to being appointed.