Agency Sales Coordinator

Combined, a Chubb Benefits Company; Los Angeles (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A benefits insurance provider in California is looking for an Agency Coordinator to generate new business and support independent agents in sales. The role requires excellent sales skills, the ability to build customer relationships, and effective communication. The ideal candidate should possess a life, accident, and health license and demonstrate a goal-oriented mentality. Responsibilities include field training agents and meeting sales objectives to maintain agency affiliation.

Qualifications

• Ability to prospect new customers and generate sales.
• Experience in conducting sales presentations.
• Knowledge of company products is essential.

Responsibilities

• Generate new customers and sales through various methods.
• Conduct sales presentations consistent with customer needs.
• Field train and accompany independent agents as needed.

Skills

Sales skills

Customer relationship management

Communication skills

Goal setting

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 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.