Agency Sales Coordinator

Combined, a Chubb Benefits Company; Bowling Green (KY); On-site; USD 42,000 - 66,000; Full time

Job summary

Combined, a Chubb Benefits Company, seeks an Agency Sales Coordinator in Bowling Green, KY to prospect and meet with customers, selling insurance products in the assigned area and supporting sales objectives. The role also extends to identifying and appointing independent agents to support and accompany them on sales calls, presenting, and setting up business with them.

The position emphasizes field prospecting, building relationships, and achieving production targets while training and

Qualifications

• License in Life, Accident and Health is required prior to appointment.
• Experience in prospecting and agency development is preferred.
• Strong verbal and written communication skills.

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 Agency to remain affiliated.
• Conduct sales presentations consistent with new customer needs and assessment approach.
• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop a solid understanding of the sales process.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• Report operation issues in setting up new business promptly.
• Demonstrate entrepreneurship and drive to build an independent agency.
• Execute the Sales System to meet or exceed sales goals consistently.
• Maintain professional communication and personal brand in all interactions.
• Set personal goals and take initiative.

Skills

Entrepreneurship

Sales execution

Communication

Goal setting

Job description

The Agency Sales 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 Sales 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.

The Agency Sales 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.