Agency Sales Coordinator

Combined, a Chubb Benefits Company; Virginia Beach (VA); On-site; USD 42,000 - 64,000; Full time

Job summary

The Agency Coordinator role at Combined, a Chubb Benefits Company, focuses on prospecting new customers and meeting with current clients to sell Insurance within a defined geography and to support delivery of sales objectives. It also involves identifying and appointing new independent agents, assisting with presentations, and helping set up the business with them.

Responsibilities include field training, mentoring agents, scheduling appointments, and reporting operational issues in new business

Qualifications

• Prospecting and sales skills to grow customer base.
• Ability to present sales materials effectively.
• Willingness to train and mentor agents.

Responsibilities

• Generate new customers and sales via field prospecting and referrals.
• Build relationships and respond to customer needs.
• Meet 75% of personal production targets or more.
• Conduct sales presentations and demonstrate the sales process.
• Field train and accompany Independent Agents; mentor them.
• Report any issues in setting up new business promptly.
• Support entrepreneurship to build an independent agency.
• Execute the Sales System and strive to exceed goals.
• Maintain professional verbal and written communication.
• Obtain Life, Accident and Health license before appointment.

Skills

Prospecting

Sales

Presentations

Training

Coaching

Communication

Goal setting

Licensing knowledge

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 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.