Agency Sales Coordinator

Combined, a Chubb Company; Lincoln (NH); On-site; USD 50,000 - 75,000; Full time

Job summary

An insurance provider is seeking an Agency Coordinator who will be responsible for generating new customers and supporting independent agents within the Lincoln, NH area. This role involves building strong client relationships, conducting sales presentations, and meeting production goals. Candidates must obtain their Life, Accident, and Health license, and demonstrate effective communication and a goal-oriented mindset. This is a contract position with a mid-senior level seniority expectation.

Qualifications

• Must obtain a Life, Accident and Health license prior to being appointed.
• Experience in sales and customer relationship management is preferred.

Responsibilities

• Generate new customers through various means and maintain relationships.
• Meet personal production goals as an agent.
• Conduct sales presentations tailored to customer needs.

Skills

Field prospecting

Building customer relationships

Sales presentations

Communication skills

Mentoring and coaching

Job description

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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.
• Service customer service calls or refer to appropriate channel.
• Field train and accompany all assigned independent agents as needed.
• Support new agents to develop a solid understanding and foundation of the sales process.
• Support agents in assignment planning/appointment setting as needed.
• 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.
• 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 & Requirements

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

Job Details

• Seniority level: Mid‑Senior level
• Employment type: Contract
• Job function: Sales and Business Development
• Industries: Insurance

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