Insurance Agency Growth & Training Lead

Combined, a Chubb Benefits Company; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Coordinator to prospect for new customers and support existing clients within a defined geographic area. The role includes identifying and onboarding new independent agents, supporting sales calls, and coaching agents in the sales process.

The position emphasizes field prospecting, presentations, and achieving personal sales targets while maintaining high service standards.

Qualifications

• Prospect and generate new customers in a defined geographic area.

Responsibilities

• 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.
• Present Company sales materials and conduct sales presentations.
• Service customer calls or refer to appropriate channel.
• Field train and accompany assigned Independent Agents as needed and requested by agent.
• Mentor and coach established Agents by conducting field training or accompanying them during sales visits.

Skills

Prospecting

Sales

Customer relations

Presentations

Communication

Mentoring

Field training

Goal setting

Education

Life, Accident and Health license

Job description

Combined, a Chubb Benefits Company is seeking an Agency Coordinator to prospect for new customers and support existing clients within a defined geographic area. The role includes identifying and onboarding new independent agents, supporting sales calls, and coaching agents in the sales process.

The position emphasizes field prospecting, presentations, and achieving personal sales targets while maintaining high service standards.