Agency Sales Coordinator

Combined, a Chubb Company; Sacramento (CA); On-site; USD 85,000 - 153,500; Part time

Job summary

A leading insurance provider is seeking an Agency Coordinator based in Sacramento, CA. This role involves prospecting new customers, building relationships, and supporting independent agents in selling insurance products. Ideal candidates should have strong sales abilities, effective communication skills, and a goal-oriented mindset. A Life, Accident and Health license is required. The position offers a competitive salary range between $85,000 and $153,500, emphasizing a vibrant team environment.

Qualifications

• Must possess effective communication skills.
• Demonstrated initiative and goal orientation.
• Obtaining a Life, Accident and Health license is required.

Responsibilities

• Prospect new customers and sell insurance products.
• Assist in training independent agents and accompany them on sales calls.
• Conduct sales presentations and serve customer calls.
• Build relationships with customers and respond to needs.

Skills

Customer relationship building

Sales presentations

Team production

Effective communication

Goal-oriented

Job description

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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.

Seniority level: Mid-Senior level

Employment type: Contract

Job function: Sales and Business Development

Industries: Insurance

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Sacramento, CA $85,000.00-$153,500.00 1 month ago.

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