Agency Sales Coordinator

Combined, a Chubb Company

Richmond (VA)

On-site

USD 52,000 - 68,000

Full time

14 days+

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Job summary

An insurance firm in Richmond, VA, is looking for a motivated Agency Coordinator to prospect new customers and assist independent agents in sales efforts. The ideal candidate will have strong communication skills and a commitment to meeting sales goals. Responsibilities include generating leads, conducting sales presentations, and providing field training to agents. A Life, Accident, and Health license is required. This is a mid-senior level contract position with a focus on sales and business development.

Qualifications

Obtaining a Life, Accident, and Health license is required prior to being appointed.
Strong prospecting and relationship-building skills are required.
Experience delivering sales presentations and achieving targets is preferred.

Responsibilities

Generate new customers and sales through field prospecting.
Build customer relationships and respond to customer needs.
Meet a minimum of 75% of personal production for the year.
Conduct sales presentations consistent with new Customer Needs.
Field train and accompany all assigned Independent Agents.

Skills

Customer relationship management

Sales presentations

Field training

Effective communication

Goal setting

Education

Life, Accident, and Health license

Tools

CRM systems

MS Office

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 calls, 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 the Agency to remain affiliated.
Conduct sales presentations consistent with new Customer Needs and Assessment approach: have knowledge of Company products; efficiently present Company sales materials; 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.
Entrepreneurial spirit to build their own independent agency.
Execute the Sales System: execution 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.