Agency Sales Coordinator

Combined, a Chubb Benefits Company; Charleston (SC); On-site; USD 42,000 - 66,000; Full time

Job summary

A leading insurance company is seeking an Agency Coordinator to drive sales within the Charleston area. The ideal candidate will independently prospect new customers and support independent agents in the sales process. Key responsibilities include generating sales, conducting effective presentations, and mentoring agents. A Life, Accident, and Health license is mandatory prior to appointment. This role offers the opportunity to build a successful independent agency and establish strong customer relationships.

Qualifications

• Must obtain a Life, Accident, and Health license before appointment.
• Experience in field prospecting and sales is preferred.
• Ability to build relationships and respond to customer needs.

Responsibilities

• Generate new customers and sales through various methods.
• Build customer relationships and address concerns.
• Conduct sales presentations effectively.
• Field train and accompany agents, supporting new agents in sales and appointment setting.
• Mentor established agents and report any operational issues promptly.
• Execute the sales system and strive to meet or exceed assigned goals.
• Maintain professional communication, and demonstrate initiative and goal orientation.

Skills

Sales experience

Relationship building

Communication skills

Entrepreneurial spirit

Goal oriented

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

• 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

• 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.