Agency Sales Coordinator

Combined, a Chubb Company; New Jersey; On-site; USD 55,000 - 75,000; Part time

Benefits offered by this job

Commission-based incentives

Job summary

A leading insurance firm is seeking an Agency Coordinator responsible for prospecting new customers and supporting independent agents. The role involves generating sales through various channels and building customer relationships. The ideal candidate should have a strong knowledge of insurance products, excellent communication skills, and proven sales experience. A Life, Accident, and Health license is required before appointment. This is a contract position aimed at mid-senior level professionals.

Qualifications

• Proven experience in individual and group sales.
• Strong knowledge of insurance products and sales processes.
• Excellent communication skills, both verbal and written.
• Ability to build and maintain relationships.
• Experience in training and developing independent agents.
• Entrepreneurial mindset and readiness to build an independent agency.
• Licensed for Life, Accident, and Health insurance.

Responsibilities

• Generate new customers and sales through prospecting and referrals.
• Build and maintain customer relationships.
• Conduct effective sales presentations.
• Train and accompany independent agents.
• Meet personal production targets and sales standards set by the agency.
• Provide field training and accompany agents, assisting with planning and appointment setting.

Skills

Sales experience

Insurance knowledge

Communication skills

Customer relationship management

Training and development

Entrepreneurial mindset

License: Life, Accident, Health

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 identification and appointment of new independent agents, supporting them in sales calls, presentations, and the setup of their independent business.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, targeted marketing, direct contacts, and existing 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 meet sales standards set by the agency to remain affiliated.
• Conduct sales presentations consistent with the new customer needs and assessment approach:
• Have knowledge of company products.
• Effectively present company sales materials.
• Demonstrate the company's sales process.
• Handle customer service calls or refer to the appropriate channel.
• Field train and accompany all assigned independent agents as requested:
• Support each new agent in developing a solid understanding and foundation of the sales process.
• Assist agents with assignment planning and appointment setting as needed.
• Mentor and coach established agents by conducting field training or accompanying them during sales visits.
• Report operational issues promptly when setting up new business.
• Foster an entrepreneurial spirit to build their own independent agency.
• Execute the sales system by meeting or exceeding assigned sales goals consistently.
• Communicate effectively with professional verbal and written skills, valuing a personal brand.
• Set and pursue personal goals with initiative and orientation.
• Obtaining a Life, Accident, and Health license is required prior to appointment.

Qualifications

• Proven experience in individual and group sales, including personal and team production.
• Strong knowledge of insurance products and sales processes.
• Excellent communication skills, both verbal and written.
• Ability to build and maintain customer relationships.
• Demonstrated ability to meet or exceed sales targets.
• Experience in training and developing independent agents.
• Entrepreneurial mindset and readiness to build an independent agency.
• Licensed for Life, Accident, and Health insurance.

Seniority Level

Mid‑Senior level

Employment Type

Contract

Job Function

Sales and Business Development

Industry

Insurance