Agency Sales Coordinator

Combined, a Chubb Company; Little Rock (AR); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a dynamic team as an Agency Coordinator, where your entrepreneurial spirit will thrive! This role focuses on generating new business through effective prospecting and building lasting relationships with customers. You'll support independent agents in their sales journey, providing mentorship and training to ensure their success. With a focus on personal production and meeting sales goals, you'll play a key role in driving the agency's growth. If you're passionate about sales and eager to make a difference in the insurance industry, this is the perfect opportunity for you to shine and grow your career in a supportive environment.

Qualifications

• Must obtain a Life, Accident and Health license before appointment.
• Strong sales skills and customer relationship management are essential.

Responsibilities

• Prospect new customers and meet sales objectives independently.
• Conduct sales presentations and train independent agents.

Skills

Sales Skills

Customer Relationship Management

Effective Communication

Goal Setting

Entrepreneurial Spirit

Education

Life, Accident and Health License

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 in the presentations, and setting up the business along with them.

Responsibilities:

1. Individual and Group Sales including personal and team production:

1. Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
2. Build customer relationships and respond to customer needs and concerns.
3. 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:

1. Has knowledge of Company products.
2. Can efficiently present Company sales materials.
3. Can effectively demonstrate the Company's Sales Process.
4. Service customer service calls or refer to appropriate channel.

Agent Field Training:

1. Field train and accompany all assigned Independent Agents as needed and requested by agent.
2. Support each New Agent to develop a solid understanding and foundation of the sales process.
3. Support Agents in assignment planning/appointment setting, as needed by agent.
4. Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
5. Promptly report any operation issues in setting up a new piece of business.

Entrepreneurship:

1. Entrepreneurial spirit to build their own independent agency.
2. Execute the Sales System: Ability to meet or exceed assigned Sales goals consistently.
3. Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
4. Goal Setting: Demonstrate personal initiative and goal-oriented.
5. Obtaining a Life, Accident and Health license is required prior to being appointed.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Sales and Business Development

Industries

Insurance