Agency Sales Coordinator-Bilingual Spanish/English

Combined, a Chubb Benefits Company; Orlando (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Coordinator in Orlando to drive new business through field prospecting and present insurance products to current and prospective clients. You will recruit and train independent agents, support sales calls, and help build a productive agency network.

The role emphasizes field coaching, appointment setting, and meeting aggressive personal production targets while maintaining customer focus and product knowledge.

Qualifications

• Must be able to prospect new customers independently and meet with current customers to sell Insurance products.
• Ability to identify and appoint new independent agents and support them on sales calls.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current 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.
• Have knowledge of company products and efficiently present sales materials.
• Demonstrate the company's sales process and service customer calls or refer to appropriate channel.
• Field train and accompany all assigned Independent Agents as needed.
• Support new agents in developing understanding of the sales process and in appointment setting.
• Mentor and coach established agents during field training and visits.
• Report operation issues in setting up new business promptly.
• Entrepreneurial spirit to build an independent agency.
• Execute the Sales System to meet/exceed sales goals.
• Exhibit effective communication and goal setting.

Skills

Prospecting

Sales

Customer relationships

Communication

Training

Mentoring

Presentations

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 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.