Agency Sales Coordinator

Combined, a Chubb Company; Oklahoma City (OK); On-site; USD 36,000 - 60,000; Part time

Job summary

A national insurance provider is seeking an Agency Coordinator in Oklahoma City. This role involves prospecting new customers and meeting with current clients to sell insurance products. Responsibilities include generating sales, building customer relationships, performing sales presentations, and training Independent Agents. Candidates should obtain a necessary insurance license and have experience in insurance sales. This contract position is geared towards individuals with a mid-senior level of experience in sales and business development.

Qualifications

• Obtain a Life, Accident and Health license prior to appointment.
• Experience in independent insurance agency sales and agent training preferred.

Responsibilities

• Generate new customers and sales through various methods.
• Build customer relationships and respond to needs.
• Meet production standards set by the agency.
• Perform effective sales presentations.
• Field train and support Independent Agents.
• Report any operational issues promptly.
• Exhibit an entrepreneurial spirit to build an agency.

Skills

Customer relationship building

Sales presentations

Field prospecting

Mentoring and coaching

Entrepreneurial spirit

Education

Life, Accident and Health license

Job description

Agency Coordinator

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.
• Perform sales presentations consistent with new Customer Needs and Assessment approach: knowledge of Company products, efficient presentation of sales materials, effective demonstration of 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 of the sales process, support agents in assignment planning/appointment setting, mentor and coach established agents.
• Promptly report any operational issues in setting up a new piece of business.
• Entrepreneurial spirit to build their own independent agency, execute the Sales System, effective communication skills, goal setting.

Qualifications

• Obtain a Life, Accident and Health license prior to appointment.
• Experience in independent insurance agency sales and agent training preferred.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Sales and Business Development

Industry

Insurance

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