Agency Sales Coordinator

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

Job summary

A leading insurance provider is seeking an Agency Coordinator in Sioux Falls, SD, responsible for prospecting new customers and supporting independent agents. The ideal candidate will possess strong sales and presentation skills, alongside the ability to build relationships and effectively communicate with clients. A Life, Accident, and Health license is required before appointment.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to appointment.
• Sales and presentation skills are necessary.
• Experience in prospecting and supporting agents is preferred.
• Strong communication and goal-oriented mindset.

Responsibilities

• Prospect new customers independently and meet with current customers.
• Conduct sales presentations based on customer needs.
• Train and support independent agents.
• Conduct sales presentations consistent with new customer needs and assessment approach.

Skills

Sales skills

Presentation skills

Communication skills

Relationship building

Education

Life, Accident, and Health license

Job description

Overview

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.

Qualifications / Requirements

• Licensure: Obtaining a Life, Accident and Health license is required prior to appointment.
• Sales and presentation skills, knowledge of company products, ability to present materials and process.
• Experience in prospecting, building relationships, and supporting agents.
• Strong communication and goal-oriented mindset.

Additional Details

• Location: Sioux Falls, SD
• Employment type: Contract
• Job function: Sales and Business Development
• Industries: Insurance