Agency Sales Coordinator

Combined, a Chubb Benefits Company; Rome (GA); On-site; USD 45,000 - 75,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Coordinator to prospect new customers and support current clients within a defined geographic area. You will help identify and appoint independent agents and accompany them on sales calls to assist with setup and training.

You will train field agents, manage appointment planning, and mentor agents to understand the sales process while pursuing and meeting sales goals and providing responsive service to policyholders.

Qualifications

• Generate new customers through field prospecting and referrals.
• Build relationships and respond to customer needs.
• Meet a minimum of personal production targets as an agent or equivalent.

Responsibilities

• Prospect new customers in the assigned geographic area.
• Schedule and conduct sales calls; present company products and Sales Process materials.
• Assist in identifying and appointing new independent agents and accompany them on sales calls.
• Provide field training and ongoing coaching to agents; mentor established agents.
• Promptly report operational issues when setting up new business.

Skills

Prospecting

Relationship building

Presentations

Mentoring

Goal setting

Communication

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.