Agency Sales Coordinator

Combined, a Chubb Benefits Company; Sioux Falls (SD); On-site; USD 52,000 - 78,000; Full time

Job summary

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

The position emphasizes field collaboration, training Agents, and achieving sales targets while maintaining strong client relationships and product knowledge.

Qualifications

• Must obtain Life, Accident and Health license prior to appointment.
• Experience in insurance sales and client relationship management.
• Ability to prospect independently and meet sales goals.
• Strong presentation and communication skills.

Responsibilities

• 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 and can present materials effectively.
• Demonstrate the Company's Sales Process and present materials efficiently.
• Service customer service calls or refer to appropriate channel.
• Field train and accompany assigned Independent Agents as needed.
• Support each new agent to develop understanding of the sales process.
• Assist agents in assignment planning/appointment setting as needed.
• Mentor established agents through field training or sales visits.
• Report operation issues in setting up new business promptly.
• Entrepreneurial spirit to build own independent agency.
• Execute the Sales System to meet or exceed sales goals.
• Communicate professionally with customers and maintain personal brand.

Skills

Sales

Customer relationships

Prospecting

Licensing

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.