Insurance Agency Growth & Training Lead

Combined, a Chubb Benefits Company; Lubbock (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator responsible for prospecting new customers and meeting with current clients to sell Insurance products within a defined geographic area, supporting sales objectives and growth in the region. The role also involves identifying and appointing new independent agents, assisting with presentations, and helping set up their business with them.

Strong communication, initiative, and entrepreneurial spirit are essential, and Life,

Qualifications

• Must be able to identify and appoint new independent agents.
• Must be able to prepare and deliver sales presentations.
• Experience in field training and mentoring agents.

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.
• 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.
• 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

Relationship Building

Mentoring/Coaching

Communication

Negotiation

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator responsible for prospecting new customers and meeting with current clients to sell Insurance products within a defined geographic area, supporting sales objectives and growth in the region. The role also involves identifying and appointing new independent agents, assisting with presentations, and helping set up their business with them.

Strong communication, initiative, and entrepreneurial spirit are essential, and Life,