Agency Sales Coordinator

Combined, a Chubb Company

Tampa (FL)

On-site

USD 48,000 - 53,000

Part time

14 days+

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Job summary

An insurance firm is seeking an Agency Coordinator in Tampa, FL. This role involves prospecting for new customers, supporting independent agents, and achieving sales targets. The ideal candidate will possess strong communication skills and must obtain a relevant license before appointment. This position offers a salary range between $48,000 and $53,000 with a focus on sales and business development.

Qualifications

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

Responsibilities

Generate new customers and sales through various channels.
Build and maintain customer relationships.
Meet personal production goals set by the Agency.
Field train and support independent agents.

Skills

Customer relationship building

Sales process knowledge

Effective communication

Goal orientation

Job description

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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 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

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.
Have 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: capability 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 orientation.

Qualifications