Agency Sales Coordinator

Combined, a Chubb Benefits Company; Santa Rosa (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Combined, a Chubb Benefits Company, seeks an Agency Sales Coordinator (AC) to prospect new customers and meet with current clients to sell insurance products within a defined geographic area and to support sales objectives for the assigned region.

The AC will assist in identifying and appointing new independent agents, accompany them to sales calls, assist in presentations, and help set up the business with them.

Qualifications

• Must have Life, Accident and Health license or be able to obtain prior to appointment.
• Strong prospecting and qualifying skills to generate new business.
• Ability to present compelling insurance solutions and close sales.
• Experience in coaching and mentoring independent agents is a plus.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, and current policyholders.
• Build customer relationships and respond to 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 aligned with customer needs and assessment approach; present sales materials and process.
• Field train and accompany independent agents; support in appointment setting and planning; mentor established agents.
• Report any operational issues in setting up new business; demonstrate entrepreneurial spirit to build an independent agency.

Skills

Prospecting

Relationship building

Presentations

Mentoring

Communication

Target-driven

Education

Life, Accident and Health license (required)

Job description

The Agency Sales 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.

The Agency Sales 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.