Agency Sales Coordinator

Combined, a Chubb Company; Mobile (AL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance firm is seeking an Agency Coordinator in Mobile, Alabama. The role involves prospecting new customers, supporting independent agents, and meeting sales objectives. Ideal candidates will have a strong background in sales, effective communication skills, and a Life, Accident, and Health license. Applicants should exhibit an entrepreneurial spirit and be goal-oriented. This is a mid-senior level contract position in the Sales and Business Development function.

Qualifications

• Experience in prospecting and selling insurance products is essential.
• Ability to meet or exceed assigned sales goals consistently.
• Strong initiative and goal-oriented mindset.

Responsibilities

• Generate new customers and sales through various prospecting methods.
• Build and maintain customer relationships.
• Meet personal production and sales standards.
• Train and support new independent agents.
• Mentor and coach established agents.

Skills

Customer relationship building

Sales process demonstration

Goal setting

Effective communication

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 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.
• 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 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 operation 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.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Sales and Business Development

Industries: Insurance