Agency Sales Coordinator

Combined, a Chubb Benefits Company; Sioux Falls (SD); On-site; USD 45,000 - 65,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect and sell insurance products within a defined geographic area, including Sioux Falls. The role supports agency growth by identifying and appointing independent agents, assisting with sales calls, and setting up new business.

Responsibilities include field prospecting, building client relationships, delivering presentations, and mentoring agents to achieve sales goals.

Qualifications

• Prospect and sell insurance products to new and existing customers.
• Identify and appoint new independent agents to support sales.
• Meet personal production targets as defined by the agency.

Responsibilities

• Generate new customers through field prospecting and referrals.
• Build relationships and respond to customer needs.
• Meet production targets at least 75% of annual goal.
• Conduct sales presentations using Company materials.
• Train and accompany assigned independent agents in sales visits.
• Report operation issues in setting up new business.
• Help agents develop understanding of the sales process.

Skills

Insurance sales

Prospecting

Training

Communication

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 Sales 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.