Insurance Agency Growth & Field Training Specialist

Combined, a Chubb Benefits Company; Concord (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and support current clients within a defined geographic area. You will help identify and appoint independent agents, assist them in sales calls, and set up new business with the team.

You will train and mentor agents, conduct field visits, manage appointment planning, and ensure adherence to sales processes while maintaining strong communication and customer focus.

Qualifications

• Must have Life, Accident and Health license prior to appointment.
• Knowledge of company products.
• Ability to present sales materials effectively.
• Ability to demonstrate the Company's Sales Process.
• Respond to customer service calls or refer to appropriate channel.

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 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 and 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; Support new agents to develop understanding of the sales process; Plan appointments and mentor established agents; Report operation issues in setting up new business; Entrepreneurial spirit to build independent agency; Execute the Sales System to meet/exceed goals; Demonstrate professional communication and goal orientation.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

Skills

Effective communication

Entrepreneurship

Goal setting

Mentor and coach

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and support current clients within a defined geographic area. You will help identify and appoint independent agents, assist them in sales calls, and set up new business with the team.

You will train and mentor agents, conduct field visits, manage appointment planning, and ensure adherence to sales processes while maintaining strong communication and customer focus.