Agency Sales Coordinator

Combined, a Chubb Benefits Company; Memphis (TN); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

A leading insurance firm in Memphis, Tennessee is seeking an Agency Coordinator. This role focuses on prospecting new customers, conducting sales presentations, and mentoring new agents. The ideal candidate will have strong sales skills and effective communication abilities. A life, accident, and health license is required prior to appointment. The position offers opportunities to build customer relationships and support agents in achieving their sales goals.

Qualifications

• Ability to build and maintain customer relationships.
• Knowledge of company products essential for sales.
• Professional verbal and written communication skills.

Responsabilités

• Prospect and acquire new customers independently.
• Conduct sales presentations and respond to customer needs.
• Train and mentor new agents in the sales process.
• Conduct sales presentations and support agent training.

Connaissances

Sales prospecting

Customer relationship management

Effective communication

Coaching and mentoring

Goal setting

Business setup

Formation

Life, accident, and health license

Description du poste

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.