Insurance Agency Sales & Training Coordinator

Combined, a Chubb Benefits Company; Fishers (IN); On-site; USD 40,000 - 54,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect for new customers within a defined geographic area and to support the delivery of sales objectives for the assigned region. The role also involves identifying and appointing new independent agents, accompanying them on sales calls, and helping set up the business with them.

The position emphasizes field prospecting, building relationships, and achieving personal production targets while training and mentoring

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.
• 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.

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect for new customers within a defined geographic area and to support the delivery of sales objectives for the assigned region. The role also involves identifying and appointing new independent agents, accompanying them on sales calls, and helping set up the business with them.

The position emphasizes field prospecting, building relationships, and achieving personal production targets while training and mentoring