Agency Sales Coordinator - Sioux Falls

Combined, a Chubb Benefits Company; Fargo (ND); On-site; USD 42,000 - 70,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect new customers and meet sales objectives within a defined geography. The role also supports the onboarding of independent agents, assists with presentations, and helps set up new business alongside agents.

The coordinator will train and accompany agents on sales visits, develop agents' understanding of the sales process, and ensure timely reporting of any operational issues.

Qualifications

• Prospect and generate new customers in the assigned area.
• Build relationships and respond to customer needs.
• Coach and mentor independent agents on sales processes.
• Meet personal production goals as defined by the agency.
• Must obtain Life, Accident and Health license prior to appointment.

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.
• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each new Agent to develop understanding of the sales process and appointment planning.
• Mentor and coach established Agents by conducting field training during sales visits.
• Report operation issues promptly when setting up new business.

Skills

Sales experience

Prospecting

Customer relations

Communication skills

Mentoring

Education

License prerequisites

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.