Agency Sales Coordinator - Sioux City

Combined, a Chubb Benefits Company; Sioux City (IA); On-site; USD 45,000 - 75,000; Full time

Job summary

The Agency Sales Coordinator position at Combined, a Chubb Benefits Company, focuses on growing our insurance customer base in the Sioux City area by prospective outreach and servicing current clients. You will also help identify and train independent agents to support field sales and business setup.

The role requires coordinating presentations, supporting sales calls, and mentoring agents to develop a solid understanding of our sales process while ensuring compliance and high service standards.

Qualifications

• Experience in selling insurance products preferred.
• Ability to present sales materials confidently to diverse audiences.
• Strong focus on building long-term client relationships and service quality.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, and current policyholders.
• Build customer relationships and respond to needs and concerns.
• Meet production targets as an agent and adhere to sales standards.

Skills

Prospecting

Sales

Presentations

Customer Relationships

Mentoring

Communication

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.