Agency Sales Coordinator

Combined, a Chubb Company; Rochester (MN); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Agency Coordinator to drive sales and foster relationships with customers and independent agents. This role focuses on generating new business through innovative prospecting techniques and supporting agents in their sales efforts. The ideal candidate will possess strong communication skills and a goal-oriented mindset, thriving in a dynamic sales environment. Join a forward-thinking company where your contributions will directly impact growth and success in the insurance sector. If you are passionate about sales and mentoring others, this opportunity is perfect for you.

Qualifications

• Strong sales skills with a focus on prospecting and customer relationships.
• Ability to train and mentor independent agents effectively.

Responsibilities

• Generate new customers through various sales strategies.
• Conduct training and support for independent agents.
• Meet personal production targets consistently.

Skills

Sales Prospecting

Customer Relationship Management

Sales Presentations

Field Training

Effective Communication

Goal Setting

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. The AC supports the delivery of sales objectives for the assigned area.

The AC also assists in identifying and appointing new independent agents, supporting them in sales calls, presentations, and setting up their business.

Responsibilities:

1. Individual and Group Sales:

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders.
• Build customer relationships and respond to their needs and concerns.
• Meet at least 75% of personal production targets set by the agency to remain affiliated.

Conduct Sales Presentations:

• Have knowledge of company products.
• Present sales materials effectively.
• Demonstrate the company's sales process.
• Handle customer service calls or refer them appropriately.

Agent Field Training:

• Train and accompany assigned independent agents as needed.
• Support new agents in understanding the sales process.
• Assist agents with planning and appointment setting.
• Mentor established agents through field training.
• Report operational issues promptly.

Entrepreneurship: Foster an entrepreneurial spirit to build an independent agency.

Execute the Sales System: Meet or exceed sales goals consistently.

Effective Communication: Maintain professional verbal and written communication, emphasizing personal brand value.

Goal Setting: Demonstrate initiative and be goal-oriented.

Note: Obtaining a Life, Accident, and Health license is required prior to appointment.

Seniority level

• Mid-Senior level

Employment type

• Contract

Job function

• Sales and Business Development

Industries

• Insurance