Agency Sales Coordinator

Combined, a Chubb Benefits Company; Brandon (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Coordinator to prospect new customers and support current customers in securing insurance products within a defined geographic area. The role also involves identifying and onboarding new independent agents, and accompanying them on sales calls to help establish a successful agency.

The AC will train, mentor, and coach agents, coordinate appointment setting, and ensure the sales process is correctly executed.

Qualifications

• Experience prospecting and generating new customers.
• Ability to conduct and present sales presentations to clients and agents.
• Experience training and mentoring independent agents.
• Willingness to obtain Life, Accident and Health license before appointment.

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; demonstrate knowledge of Company products and sales process.
• Provide field training and accompany assigned independent agents; support new agents in understanding sales processes and appointment setting.
• Mentor established agents and report operational issues in setting up new business; promote entrepreneurship and execution of sales goals.

Skills

Prospecting

Customer relationships

Sales presentations

Mentoring

Communication

Goal setting

Entrepreneurial mindset

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.