Agency Sales Coordinator

Combined, a Chubb Company; Birmingham (AL); On-site; USD 40,000 - 60,000; Part time

Job summary

A leading insurance provider is seeking an Agency Coordinator to prospect new customers and support independent agents. Key responsibilities include generating sales through diverse approaches, conducting tailored sales presentations, and mentoring new agents. The role requires effective communication skills and entrepreneurial spirit, along with the need to obtain relevant licenses before appointment. This contract position is aimed at individuals at a mid-senior level with a strong sales background.

Qualifications

• Must obtain a Life, Accident and Health license prior to appointment.
• Competence in building customer relationships.
• Ability to mentor and coach other agents.

Responsibilities

• Generate new customers and sales through field prospecting.
• Support new agents in understanding the sales process.
• Conduct sales presentations tailored to customer needs.
• Conduct sales presentations consistent with new customer needs and assessment approach.
• Have knowledge of company products.
• Efficiently present company sales materials.
• Effectively demonstrate the company's sales process.
• Service customer service calls or refer to appropriate channel.
• Field train and accompany all assigned independent agents as needed.
• Support new agents to develop a solid understanding and foundation 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 a new piece of business.
• Entrepreneurial spirit to build an independent agency.
• Execute the sales system: consistently meet or exceed assigned sales goals.
• Effective communication: professional verbal and written communication skills, affinity to the value of personal brand.
• Goal setting: demonstrate personal initiative and goal orientation.

Skills

Sales presentations

Customer relationship management

Effective communication

Goal setting

Entrepreneurial spirit

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 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, supporting them with presentations and setting up their business.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, targeted 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.
• Conduct sales presentations consistent with new customer needs and assessment approach.
• Have knowledge of company products.
• Efficiently present company sales materials.
• Effectively demonstrate the company's sales process.
• Service customer service calls or refer to appropriate channel.
• Field train and accompany all assigned independent agents as needed.
• Support new agents to develop a solid understanding and foundation 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 a new piece of business.
• Entrepreneurial spirit to build an independent agency.
• Execute the sales system: consistently meet or exceed assigned sales goals.
• Effective communication: professional verbal and written communication skills, affinity to the value of personal brand.
• Goal setting: demonstrate personal initiative and goal orientation.
• Obtaining a Life, Accident and Health license is required prior to appointment.

Seniority Level

• Mid-Senior level

Employment Type

• Contract

Job Function

• Sales and Business Development
• Insurance