Insurance Agency Growth & Training Lead

Combined, a Chubb Benefits Company; Naples (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and meet with current clients across a defined geographic area to support insurance sales objectives. The role includes identifying and appointing independent agents, and supporting presentations to facilitate business growth.

The coordinator will help onboard new agents, provide field training, and mentor ongoing agents to strengthen the sales process and achieve annual targets.

Qualifications

• Must be able to prospect and develop new customers within assigned territory.
• Ability to support presentations and explain insurance products clearly.
• Experience mentoring agents and supporting field sales activities.
• Strong communication and relationship-building skills.

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 assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop understanding of the sales process.
• 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.

Skills

Sales prospecting

Presentation skills

Customer relationships

Mentoring

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and meet with current clients across a defined geographic area to support insurance sales objectives. The role includes identifying and appointing independent agents, and supporting presentations to facilitate business growth.

The coordinator will help onboard new agents, provide field training, and mentor ongoing agents to strengthen the sales process and achieve annual targets.