Insurance Agency Sales & Training Coordinator

Combined, a Chubb Benefits Company; Fargo (ND); On-site; USD 42,000 - 70,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect new customers and meet sales objectives within a defined geography. The role also supports the onboarding of independent agents, assists with presentations, and helps set up new business alongside agents.

The coordinator will train and accompany agents on sales visits, develop agents' understanding of the sales process, and ensure timely reporting of any operational issues.

Qualifications

• Prospect and generate new customers in the assigned area.
• Build relationships and respond to customer needs.
• Coach and mentor independent agents on sales processes.
• Meet personal production goals as defined by the agency.
• Must obtain Life, Accident and Health license prior to appointment.

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.
• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each new Agent to develop understanding of the sales process and appointment planning.
• Mentor and coach established Agents by conducting field training during sales visits.
• Report operation issues promptly when setting up new business.

Skills

Sales experience

Prospecting

Customer relations

Communication skills

Mentoring

Education

License prerequisites

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect new customers and meet sales objectives within a defined geography. The role also supports the onboarding of independent agents, assists with presentations, and helps set up new business alongside agents.

The coordinator will train and accompany agents on sales visits, develop agents' understanding of the sales process, and ensure timely reporting of any operational issues.