Insurance Agency Growth & Training Coordinator

Combined, a Chubb Benefits Company; Providence (RI); On-site; USD 45,000 - 65,000; Full time

Job summary

Combined, a Chubb Benefits Company, seeks an Agency Coordinator to prospect new customers and meet with current clients to sell insurance products within a designated geographic area. You will also help identify and appoint new independent agents to support field sales on calls and in presenting business opportunities.

The role emphasizes field prospecting, building relationships, and meeting production targets. A life, accident and health license is required before appointment.

Responsibilities

• 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.
• Knowledge of Company products.
• Present Company sales materials effectively.
• Demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.
• 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.
• 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.

Job description

Combined, a Chubb Benefits Company, seeks an Agency Coordinator to prospect new customers and meet with current clients to sell insurance products within a designated geographic area. You will also help identify and appoint new independent agents to support field sales on calls and in presenting business opportunities.

The role emphasizes field prospecting, building relationships, and meeting production targets. A life, accident and health license is required before appointment.