Agency Sales Coordinator

Combined, a Chubb Benefits Company; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Combined, a Chubb Benefits Company in Dallas seeks an Agency Coordinator to prospect new customers and meet with current clients to sell Insurance products within a defined area. You will help identify and appoint new independent agents and support them on sales calls and setup.

The role emphasizes farmer field prospecting, presentation of sales materials, and adherence to the company Sales Process. Licensing in Life, Accident and Health is required before appointment.

Qualifications

• Entrepreneurial spirit to build their own independent agency.
• Strong verbal and written communication skills.
• Ability to set and pursue personal sales goals.
• Licensing in Life, Accident and Health is required prior to appointment.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, 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.
• Present Company products knowledgeably and clearly.
• Demonstrate the Company Sales Process to clients.
• Provide field training and accompany Independent Agents on sales calls.
• Support new agents in developing understanding of the sales process.
• Assist with appointment setting and planning for agents.

Skills

Entrepreneurship

Communication

Goal setting

Licensing

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:

• o Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
• o Build customer relationships and respond to customer needs and concerns.
• o Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.
• o Has knowledge of Company products.
• o Can efficiently present Company sales materials.
• o Can effectively demonstrate the Company's Sales Process.
• o Service customer service calls or refer to appropriate channel.
• o Field train and accompany all assigned Independent Agents as needed and requested by agent.
• o Support each New Agent to develop a solid understanding and foundation of the sales process.
• o Support Agents in assignment planning/appointment setting, as needed by agent.
• o Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• o Promptly report any operation issues in setting up a new piece of business
• o Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• o Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
• o Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
• o Goal Setting: Demonstrate personal initiative and goal oriented.
• o Obtaining a Life, Accident and Health license is required prior to being appointed.