Agency Sales Coordinator

Combined, a Chubb Company; Sacramento (CA); On-site; USD 45,000 - 85,000; Full time

Job summary

An established industry player is seeking an Agency Coordinator to drive sales and build relationships in the insurance sector. This role involves prospecting new customers, supporting independent agents, and executing sales strategies to meet and exceed goals. The ideal candidate will possess strong sales skills, effective communication abilities, and an entrepreneurial spirit. Join a dynamic team where your contributions will directly impact growth and success in a rewarding environment. If you're passionate about sales and customer service, this opportunity is perfect for you.

Qualifications

• Strong sales skills and ability to generate new customers through various methods.
• Effective communication skills for sales presentations and customer interactions.

Responsibilities

• Generate new customers and sales through prospecting and referrals.
• Conduct sales presentations and train independent agents in the sales process.

Skills

Sales Skills

Customer Relationship Management

Effective Communication

Goal Setting

Entrepreneurial Spirit

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 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:

1. Individual and Group Sales including personal and team production:
1. Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
2. Build customer relationships and respond to customer needs and concerns.
3. Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.
2. Conduct Sales presentations consistent with new Customer Needs and Assessment approach:
1. Has knowledge of Company products.
2. Can efficiently present Company sales materials.
3. Can effectively demonstrate the Company's Sales Process.
4. Service customer service calls or refer to appropriate channel.
3. Agent Field Training:
1. Field train and accompany all assigned Independent Agents as needed and requested by agent.
2. Support each New Agent to develop a solid understanding and foundation of the sales process.
3. Support Agents in assignment planning/appointment setting, as needed by agent.
4. Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
5. Promptly report any operation issues in setting up a new piece of business.
4. Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
5. Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
6. Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
7. Goal Setting: Demonstrate personal initiative and goal-oriented.
8. Obtaining a Life, Accident and Health license is required prior to being appointed.

Seniority level

• Mid-Senior level

Employment type

• Contract

Job function

• Sales and Business Development
• Industries: Insurance