Agency Sales Coordinator

Combined, a Chubb Benefits Company; Concord (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and support current clients within a defined geographic area. You will help identify and appoint independent agents, assist them in sales calls, and set up new business with the team.

You will train and mentor agents, conduct field visits, manage appointment planning, and ensure adherence to sales processes while maintaining strong communication and customer focus.

Qualifications

• Must have Life, Accident and Health license prior to appointment.
• Knowledge of company products.
• Ability to present sales materials effectively.
• Ability to demonstrate the Company's Sales Process.
• Respond to customer service calls or refer to appropriate channel.

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 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 and 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; Support new agents to develop understanding of the sales process; Plan appointments and mentor established agents; Report operation issues in setting up new business; Entrepreneurial spirit to build independent agency; Execute the Sales System to meet/exceed goals; Demonstrate professional communication and goal orientation.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

Skills

Effective communication

Entrepreneurship

Goal setting

Mentor and coach

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.