Agency Sales Coordinator - Tri-Cities

Combined, a Chubb Benefits Company; Richland (WA); Presencial; USD 48.000 - 76.000; Jornada completa

Descripción de la vacante

Combined, a Chubb Benefits Company is seeking an Agency Sales Coordinator (AC) to prospect new customers and meet with current clients to sell Insurance products within a defined geographic area. You will support the sales objectives for the assigned area.

The role involves identifying and appointing new independent agents, supporting presentations, and helping set up the business with them. You will also mentor agents, coordinate field activities, and report operational issues as needed.

Formación

• Life, Accident and Health license required before appointment.

Responsabilidades

• Prospect new customers independently and meet with current customers to sell Insurance products within the assigned geographic area.
• Assist identifications and appointment of new independent agents to support and accompany them to sales calls and set up business with them.
• Execute on field activities to support and coordinate agent efforts and training.
• Mentor and coach established Agents by conducting field training or accompanying them during sales visits.
• Report any operational issues in setting up new pieces of business.

Educación

Insurance license (Life, Accident and Health)

Descripción del empleo

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.