Agency Sales Coordinator

Combined, a Chubb Benefits Company; Lawrence (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in Massachusetts is looking for an Agency Coordinator responsible for prospecting new customers and supporting independent agents. This role requires proven sales experience, strong communication skills, and the ability to meet sales goals. Candidates must obtain a life, accident and health insurance license prior to appointment. Join a dynamic team dedicated to delivering exceptional service and driving sales success.

Qualifications

• Proven sales experience and strong customer relationship skills.
• Must obtain a life, accident and health license prior to appointment.
• Effective communication and goal-setting abilities required.

Responsibilities

• Generate new customers through various prospecting methods.
• Conduct sales presentations tailored to new customer needs.
• Field train and mentor independent agents.

Skills

Sales experience

Customer relationship management

Effective communication

Goal setting

Field prospecting

Education

Licenses in life, accident and health insurance

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 calls, support 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 the 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.
• 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 operational issues in setting up a new piece of business.
  • Entrepreneurship: 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.
• Obtaining a life, accident and health license is required prior to being appointed.