Agency Sales Coordinator

Combined, a Chubb Benefits Company; South Bend (IN); On-site; USD 50,000 - 65,000; Full time

Job summary

A leading insurance firm is seeking an Agency Coordinator to manage customer relationships and drive new sales through effective prospecting in South Bend, Indiana. This role involves conducting sales presentations, training independent agents, and achieving sales goals. Candidates must possess a life, accident, and health license and demonstrate excellent communication skills. This position offers a dynamic work environment focused on personal initiative and agency development.

Qualifications

• Proficient in generating new customers through prospecting and referrals.
• Ability to build strong customer relationships.
• Demonstrated success in meeting sales goals.

Responsibilities

• Prospect and generate new customer sales in the assigned area.
• Conduct effective sales presentations tailored to customer needs.
• Mentor and train independent agents in the field.

Skills

Sales skills

Customer relationship management

Effective communication

Mentoring and coaching

Education

Life, Accident and Health License

Job description

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 calls, support 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 the 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.
  • Serve 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 operational issues in setting up a new piece of business.
  • Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
  • Execute the sales system: 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.