Insurance Agency Growth & Training Coordinator

Combined, a Chubb Benefits Company; Salem (OR); On-site; USD 60,000 - 80,000; Full time

Job summary

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

The role also supports identifying and appointing new independent agents, partnering with them on sales calls, and setting up business together with them, while helping to train and guide agents to build a solid sales process.

Qualifications

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

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.
• 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.

Skills

Prospecting

Sales presentations

Customer relationships

Communication

Sales goals

Job description

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

The role also supports identifying and appointing new independent agents, partnering with them on sales calls, and setting up business together with them, while helping to train and guide agents to build a solid sales process.