Agency Sales Coordinator - State College

Combined, a Chubb Benefits Company; State College (Centre County); On-site; USD 40,000 - 70,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator in the State College area to drive insurance sales and support delivery of sales objectives within a defined geographic territory. The role focuses on prospecting new customers and meeting with current clients to present insurance options.

You will help identify and appoint new independent agents, accompany them on sales calls, provide field training, and mentor existing agents to grow their own agencies.

Qualifications

• Must obtain Life, Accident and Health license before appointment.
• Strong verbal and written communication skills.
• Entrepreneurial mindset to build an independent agency.
• Ability to develop relationships with customers and policyholders.

Responsibilities

• Prospect new customers and generate sales through field activities.
• Present company products and sales process to clients.
• Train and accompany independent agents in sales visits.
• Set appointments and support agents in building their business.
• Meet production targets and maintain 75% of personal annual goals.

Skills

Communication

Entrepreneurial mindset

Goal setting

Relationship building

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.