Agency Sales Coordinator

Combined, a Chubb Company; Tampa (FL); On-site; USD 40,000 - 65,000; Part time

Job summary

A leading insurance company is seeking an Agency Coordinator in Tampa, FL. The role focuses on generating new customers and sales through prospecting while mentoring independent agents. Responsibilities include conducting sales presentations and ensuring agents understand the sales process. Ideal candidates must obtain a Life, Accident, and Health license before being appointed. A mid-senior level position with a contract employment type, offering a dynamic sales environment.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to being appointed.

Responsibilities

• Generate new customers and sales through prospecting and referrals.
• Conduct sales presentations based on client needs.
• Train and mentor independent agents in the sales process.
• Conduct sales presentations aligned with Customer Needs and Assessment approach; knowledge of Company products.
• Present Company sales materials efficiently and demonstrate the Company's Sales Process.
• Provide service calls or refer to appropriate channel.
• Field train and accompany assigned Independent Agents as needed.
• 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.
• Report operation issues promptly when setting up a new piece of business.
• Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System to meet or exceed assigned Sales goals consistently.
• Effective communication: professional verbal and written communication skills.
• Goal setting: demonstrate personal initiative and goal oriented.

Skills

Relationship building

Communication skills

Sales prospecting

Coaching and mentoring agents

Education

Life, Accident and Health license

Job description

6 days ago Be among the first 25 applicants

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 the identification and appointment of new independent agents assigned to support and accompany them to sales calls, 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.
• 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.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to being appointed.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Sales and Business Development

Industries

Insurance

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