Agency Sales Coordinator

Combined, a Chubb Benefits Company; San Antonio (TX); On-site; USD 42,000 - 58,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect, develop and manage insurance sales within a defined geographic area, including meeting with current customers to sell Life, Accident and Health products and to support sales objectives.

You will help identify and onboard new independent agents, accompany them on sales calls, train them, and execute the company's sales system to meet or exceed goals.

Qualifications

• Prospecting and sales experience to generate new customers and maintain policyholders.
• Strong communication and relationship-building skills.
• Comfortable training and mentoring independent agents and field teams.
• Obtaining a Life, Accident and Health license is required prior to appointment.

Responsibilities

• Prospect for new customers and meet with current customers to sell Insurance products within a defined geographic area.
• Support delivery of sales objectives for the assigned area.
• Identify and appoint new independent agents to support and accompany them on sales calls and training sessions.
• Mentor and coach established agents, conduct field training, and ensure compliance with the company's sales processes.

Skills

Sales

Customer service

Communication

Mentoring

Education

Life, Accident and Health license (required)

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.