Agency Sales Coordinator

Combined, a Chubb Benefits Company; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

A leading insurance firm is seeking an Agency Coordinator in New York City to primarily prospect new customers and support Independent Agents in meeting sales goals. The role involves generating customer relationships, conducting sales presentations, and field training agents. The ideal candidate will need excellent communication skills and the ability to meet sales standards. A Life, Accident, and Health license must be obtained prior to the appointment. This position offers a dynamic environment within the insurance sector.

Qualifications

• Required to obtain a Life, Accident and Health license before appointment.
• Ability to effectively demonstrate sales materials and processes.
• Proven skills in customer relationship management and sales generation.
• Ability to mentor and coach agents and support field training efforts.

Responsibilities

• Generate new customers and sales through field prospecting and referrals.
• Conduct sales presentations that align with customer needs and assessments.
• Field train and support Independent Agents during sales processes.
• Conduct Sales presentations consistent with new Customer Needs and Assessment approach.
• Has knowledge of Company products and 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: Executing 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.

Skills

Sales process demonstration

Customer relationship building

Effective communication skills

Entrepreneurial spirit

Entrepreneurship

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:

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 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.
• Service 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 operation issues in setting up a new piece of business
• Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: Executing 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.