Agency Sales Coordinator

Combined, a Chubb Company; Denver (CO); On-site; USD 45,000 - 70,000; Full time

Job summary

A leading insurance provider in Denver seeks an Agency Coordinator to drive sales and customer relationships. The role involves generating new customers through field prospecting and supporting independent agents in their development. Ideal candidates will demonstrate strong interpersonal skills, the ability to meet sales goals, and possess a Life, Accident and Health license prior to appointment. This position requires a proactive approach and a commitment to mentorship and training within the agency.

Qualifications

• Must obtain a Life, Accident and Health license before appointment.

Responsibilities

• Generate new customers and sales through various channels.
• Build customer relationships and handle inquiries.
• Conduct effective sales presentations.
• Train and mentor independent agents.
• Provide support in identifying and appointing new independent agents.
• Mentor and coach agents during field trainings and visits.
• Report operational issues promptly when setting up new business.

Skills

Customer relationship building

Sales presentations

Effective communication

Entrepreneurial spirit

Education

Life, Accident and Health license

Job description

Agency Coordinator (AC)

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

• 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.
• Serve customer service calls or refer to appropriate channel.
• 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 operational issues in setting up a new piece of business.
• Entrepreneurial spirit to build their own independent agency.
• Execute the sales system: 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.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to being appointed.