Agency Sales Coordinator

Combined, a Chubb Benefits Company; Sarasota (FL); Vor Ort; USD 45.000 - 75.000; Vollzeit

Zusammenfassung

Combined, a Chubb Benefits Company is seeking an Agency Coordinator to prospect and meet with customers to sell insurance in a defined geographic area. The role includes identifying and onboarding new independent agents to support sales calls and business setup.

You will train and accompany agents, execute the sales system, and demonstrate strong communication skills to meet sales goals. A Life, Accident and Health license is required before appointment.

Qualifikationen

• Prospecting new customers and building relationships.
• Strong sales presentation and product knowledge.
• Experience mentoring and coaching agents.
• Must obtain Life, Accident and Health license prior to appointment.

Aufgaben

• Generate new customers and sales through field prospecting, referrals and current policyholders.
• Build relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production targets for the year.
• Conduct sales presentations and demonstrate the Company's sales process.
• Field train and accompany Independent Agents as needed and coach them.
• Mentor established Agents and report issues promptly.
• Identify and appoint new independent agents to support sales.
• Maintain knowledge of Company products and sales materials.

Kenntnisse

Prospecting

Customer relationships

Sales presentations

Mentoring

Communication

Ausbildung

License required: Life, Accident and Health

Jobbeschreibung

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.