Insurance Agency Sales Coordinator & Field Trainer

Combined, a Chubb Benefits Company; Cincinnati (OH); On-site; USD 42,000 - 68,000; 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 geography, supporting the delivery of sales objectives for the assigned area.

The role also involves helping identify and appoint new independent agents, accompanying them on sales calls, and assisting with presentations and business setup to strengthen the agency network.

Qualifications

• Prospect new customers and generate sales through field activity.
• Present company products effectively to customers.
• Mentor and coach independent agents in sales processes.

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.
• Support each New Agent to develop understanding of the sales process and appointment setting.
• Mentor and coach established Agents by conducting field training during sales visits.

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 geography, supporting the delivery of sales objectives for the assigned area.

The role also involves helping identify and appoint new independent agents, accompanying them on sales calls, and assisting with presentations and business setup to strengthen the agency network.