Agency Sales Coordinator

Combined, a Chubb Benefits Company; Norwood (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

An insurance company is looking for an Agency Coordinator based in Norwood, Massachusetts. This role involves prospecting new customers and supporting current clients while striving to meet sales objectives. The coordinator will also assist in training new agents and conducting effective sales presentations. Ideal candidates have strong sales skills and effective communication abilities. A Life, Accident and Health license is required before appointment.

Qualifications

• Must possess exceptional sales skills and the ability to prospect new customers effectively.
• Strong communication and relationship-building skills required.
• Ability to mentor and train new agents effectively.

Responsibilities

• Generate new customers through various sales tactics.
• Conduct effective sales presentations addressing customer needs.
• Field train and support Independent Agents as needed.
• Conduct Sales presentations consistent with new Customer Needs and Assessment approach: knowledge of Company products, effective materials, and sales process.
• Present Company sales materials and demonstrate the Company's Sales Process.
• Support New Agents with field training and development of sales skills.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits.
• Assist in appointment setting and planning, ensuring smooth onboarding of new independent agents.
• License: Obtain a Life, Accident and Health license prior to appointment.

Skills

Sales skills

Customer relationship management

Effective communication

Goal setting

Presentation

Mentoring

Field training

Appointment setting

Entrepreneurship

Education

Life, Accident & 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 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.