Agency Sales Coordinator - Louisville

Combined, a Chubb Benefits Company; Louisville (KY); On-site; USD 50,000 - 70,000; Full time

Job summary

Combined, a Chubb Benefits Company, seeks an Agency Sales Coordinator in Louisville, KY. The role focuses on prospecting new customers and meeting with current customers to sell insurance products within a defined area.

You will help identify and appoint new independent agents and support presentations to set up business with them. Responsibilities include field prospecting, building relationships, and achieving personal production targets.

Qualifications

• Must obtain Life, Accident and Health license prior to appointment.
• Ability to build and maintain customer relationships.
• Proactive prospecting of new customers and agents.
• Knowledge of company products and sales processes.

Responsibilities

• Generate new customers via field prospecting, referrals and leads.
• Build relationships and respond to customer needs and concerns.
• Meet personal production targets as an affiliated agent.
• Present sales materials and demonstrate the sales process.
• Field train and accompany independent agents as needed.
• Mentor and coach agents to understand the sales process.
• Plan appointments and set business goals with agents.
• Report operational issues in setting up new business.
• Demonstrate entrepreneurial spirit to build an independent agency.
• Execute the Sales System to meet or exceed goals.
• Communicate professionally, verbally and in writing.

Skills

Prospecting

Sales presentations

Relationship building

Team mentorship

Communication skills

Goal oriented

Entrepreneurial spirit

Education

Life, Accident and Health license

Job description

The Agency Sales 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 Sales 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.