Insurance Agency Sales & Training Coordinator

Combined, a Chubb Benefits Company; Lexington (KY); On-site; USD 48,000 - 75,000; Full time

Job summary

Combined, a Chubb Benefits Company, Lexington, KY, seeks an Agency Sales Coordinator to prospect new customers and support current clients in selling insurance within a defined geographic area.

You will help identify and appoint new independent agents, accompany them to sales calls, assist with presentations, and help set up business with them.

This role emphasizes field training, delivering effective sales presentations, and executing the Company’s sales system to meet or exceed targets.

Qualifications

• Must have Life, Accident and Health license before appointment.

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 and requested by agent.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• Execute the Sales System to meet or exceed assigned sales goals.
• Maintain professional verbal and written communication; support entrepreneurship and growth.

Skills

Field Prospecting

Customer Relationship

Sales Presentations

Mentoring

Education

Life, Accident and Health license (required)

Job description

Combined, a Chubb Benefits Company, Lexington, KY, seeks an Agency Sales Coordinator to prospect new customers and support current clients in selling insurance within a defined geographic area.

You will help identify and appoint new independent agents, accompany them to sales calls, assist with presentations, and help set up business with them.

This role emphasizes field training, delivering effective sales presentations, and executing the Company’s sales system to meet or exceed targets.